Huber Financial Advisors’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
Q1 | $291K | Sell |
2,544
-504
| -17% | -$57.7K | 0.11% | 84 |
|
|
2019
Q4 | $505K | Buy |
3,048
+421
| +16% | +$69.8K | 0.18% | 72 |
|
|
2019
Q3 | $398K | Buy |
2,627
+99
| +4% | +$15K | 0.16% | 73 |
|
|
2019
Q2 | $393K | Sell |
2,528
-462
| -15% | -$71.8K | 0.17% | 71 |
|
|
2019
Q1 | $458K | Buy |
2,990
+706
| +31% | +$108K | 0.22% | 65 |
|
|
2018
Q4 | $306K | Buy |
2,284
+867
| +61% | +$116K | 0.17% | 75 |
|
|
2018
Q3 | $239K | Sell |
1,417
-14
| -1% | -$2.36K | 0.18% | 90 |
|
|
2018
Q2 | $234K | Sell |
1,431
-1
| -0.1% | -$164 | 0.21% | 86 |
|
|
2018
Q1 | $217K | Buy |
+1,432
| New | +$217K | 0.21% | 84 |
|