Hobart Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,203
| Closed | -$745K | – | 149 |
|
|
2020
Q2 | $745K | Buy |
+5,203
| New | +$745K | 0.42% | 57 |
|
|
2019
Q4 | – | Sell |
-2,549
| Closed | -$386K | – | 157 |
|
|
2019
Q3 | $386K | Buy |
2,549
+1,109
| +77% | +$168K | 0.26% | 96 |
|
|
2019
Q2 | $224K | Sell |
1,440
-236
| -14% | -$36.7K | 0.16% | 137 |
|
|
2019
Q1 | $257K | Buy |
1,676
+40
| +2% | +$6.12K | 0.19% | 132 |
|
|
2018
Q4 | $219K | Buy |
+1,636
| New | +$219K | 0.19% | 133 |
|
|
2018
Q3 | – | Sell |
-1,649
| Closed | -$270K | – | 147 |
|
|
2018
Q2 | $270K | Buy |
+1,649
| New | +$270K | 0.22% | 105 |
|
|
2018
Q1 | – | Sell |
-1,324
| Closed | -$202K | – | 121 |
|
|
2017
Q4 | $202K | Buy |
+1,324
| New | +$202K | 0.18% | 109 |
|