Isthmus Partners’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 |
-5,190
| Closed | -$743K | – | 143 |
|
|
2020
Q2 | $743K | Sell |
5,190
-12,832
| -71% | -$1.84M | 0.18% | 103 |
|
|
2020
Q1 | $2.06M | Buy |
+18,022
| New | +$2.06M | 0.63% | 45 |
|
|
2017
Q3 | – | Sell |
-124
| Closed | -$17K | – | 314 |
|
|
2017
Q2 | $17K | Buy |
+124
| New | +$17K | 0.01% | 229 |
|