HHG & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-19,640
| Closed | -$2.34M | – | 174 |
|
|
2014
Q2 | $2.34M | Sell |
19,640
-422
| -2% | -$50.2K | 0.76% | 44 |
|
|
2014
Q1 | $2.33M | Sell |
20,062
-20,910
| -51% | -$2.43M | 0.8% | 41 |
|
|
2013
Q4 | $4.72M | Sell |
40,972
-387
| -0.9% | -$44.6K | 1.75% | 11 |
|
|
2013
Q3 | $4.41M | Buy |
41,359
+188
| +0.5% | +$20K | 1.77% | 11 |
|
|
2013
Q2 | $3.99M | Buy |
+41,171
| New | +$3.99M | 1.61% | 12 |
|