Integrated Wealth Management’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$9K | – | 1289 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 804 |
|
|
2016
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 833 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 770 |
|
|
2015
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 847 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 843 |
|
|
2015
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 833 |
|
|
2015
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 802 |
|