Kingfisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $7.85M | Sell |
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|
2024
Q1 | $8.47M | Buy |
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|
2023
Q4 | $8.09M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $520K | Sell |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $702K | Sell |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $4.12M | Buy |
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|
2020
Q3 | $3.13M | Buy |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.08M | Buy |
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|
2019
Q1 | $3.97M | Buy |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $94K | Buy |
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