Kavar Capital Partners Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-286
| Closed | -$25K | – | 505 |
|
|
2015
Q3 | $25K | Sell |
286
-100
| -26% | -$8.74K | 0.02% | 211 |
|
|
2015
Q2 | $39K | Buy |
+386
| New | +$39K | 0.03% | 198 |
|
|
2014
Q2 | – | Sell |
-1,186
| Closed | -$119K | – | 287 |
|
|
2014
Q1 | $119K | Hold |
1,186
| – | – | 0.1% | 148 |
|
|
2013
Q4 | $118K | Buy |
+1,186
| New | +$118K | 0.11% | 141 |
|