InterOcean Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $20.2M | Buy |
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|
2020
Q1 | $8.98M | Buy |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $345K | Hold |
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|
2018
Q4 | $302K | Sell |
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|
2018
Q3 | $399K | Sell |
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|
2018
Q2 | $397K | Buy |
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|
2018
Q1 | $339K | Hold |
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|
2017
Q4 | $340K | Hold |
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|
2017
Q3 | $330K | Hold |
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|
2017
Q2 | $314K | Hold |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $667K | Sell |
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|
2016
Q3 | $640K | Hold |
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|
2016
Q2 | $593K | Sell |
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|
2016
Q1 | $592K | Buy |
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|
2015
Q4 | $597K | Buy |
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|
2015
Q3 | $538K | Buy |
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|
2015
Q2 | $332K | Hold |
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|
2015
Q1 | $331K | Hold |
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|
2014
Q4 | $318K | Buy |
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|
2014
Q3 | $268K | Sell |
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|
2014
Q2 | $293K | Buy |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $257K | Hold |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $216K | Buy |
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