KKAMG
Kernodle & Katon Asset Management Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $46K | Sell |
390
-111
| -22% | -$13.1K | 0.03% | 168 |
|
2016
Q4 | $60K | Sell |
501
-1,832
| -79% | -$219K | 0.04% | 156 |
|
2016
Q3 | $244K | Hold |
2,333
| – | – | 0.15% | 80 |
|
2016
Q2 | $227K | Hold |
2,333
| – | – | 0.21% | 46 |
|
2016
Q1 | $217K | Hold |
2,333
| – | – | 0.21% | 46 |
|
2015
Q4 | $214K | Buy |
+2,333
| New | +$214K | 0.21% | 27 |
|