HCIA
Hochman Cole Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.38M | Sell |
10,859
-1,196
| -10% | -$262K | 0.93% | 26 |
|
|
2021
Q2 | $2.77M | Sell |
12,055
-116
| -1% | -$26.6K | 1.1% | 24 |
|
|
2021
Q1 | $2.69M | Sell |
12,171
-52
| -0.4% | -$11.5K | 1.13% | 24 |
|
|
2020
Q4 | $2.4M | Sell |
12,223
-471
| -4% | -$92.3K | 1.03% | 25 |
|
|
2020
Q3 | $1.9M | Sell |
12,694
-469
| -4% | -$70.2K | 0.94% | 25 |
|
|
2020
Q2 | $1.89M | Sell |
13,163
-172
| -1% | -$24.6K | 1.04% | 27 |
|
|
2020
Q1 | $1.53M | Sell |
13,335
-240
| -2% | -$27.5K | 1.05% | 27 |
|
|
2019
Q4 | $2.25M | Sell |
13,575
-10
| -0.1% | -$1.66K | 1.23% | 24 |
|
|
2019
Q3 | $2.06M | Sell |
13,585
-1,247
| -8% | -$189K | 1.28% | 23 |
|
|
2019
Q2 | $2.31M | Buy |
14,832
+100
| +0.7% | +$15.5K | 1.38% | 21 |
|
|
2019
Q1 | $2.26M | Buy |
14,732
+106
| +0.7% | +$16.2K | 1.34% | 21 |
|
|
2018
Q4 | $1.96M | Buy |
14,626
+364
| +3% | +$48.7K | 1.35% | 22 |
|
|
2018
Q3 | $2.4M | Hold |
14,262
| – | – | 1.5% | 19 |
|
|
2018
Q2 | $2.34M | Buy |
14,262
+150
| +1% | +$24.6K | 1.54% | 19 |
|
|
2018
Q1 | $2.14M | Sell |
14,112
-571
| -4% | -$86.7K | 1.5% | 21 |
|
|
2017
Q4 | $2.24M | Buy |
14,683
+73
| +0.5% | +$11.1K | 1.41% | 22 |
|
|
2017
Q3 | $2.17M | Buy |
14,610
+5
| +0% | +$741 | 1.42% | 23 |
|
|
2017
Q2 | $2.06M | Sell |
14,605
-1,068
| -7% | -$150K | 1.42% | 22 |
|
|
2017
Q1 | $2.16M | Buy |
15,673
+120
| +0.8% | +$16.5K | 1.57% | 20 |
|
|
2016
Q4 | $2.1M | Buy |
15,553
+99
| +0.6% | +$13.3K | 1.52% | 21 |
|
|
2016
Q3 | $1.92M | Buy |
15,454
+1,418
| +10% | +$176K | 1.43% | 22 |
|
|
2016
Q2 | $1.61M | Buy |
14,036
+273
| +2% | +$31.4K | 1.32% | 22 |
|
|
2016
Q1 | $1.52M | Sell |
13,763
-365
| -3% | -$40.4K | 1.3% | 23 |
|
|
2015
Q4 | $1.59M | Buy |
+14,128
| New | +$1.59M | 1.35% | 23 |
|