JOYN Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $162K | Hold |
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $314K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $151K | Hold |
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|
2013
Q4 | $150K | Buy |
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