Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $971K | Buy |
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|
2021
Q3 | $765K | Hold |
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|
2021
Q2 | $802K | Hold |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $537K | Buy |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $422K | Hold |
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $380K | Buy |
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|
2017
Q4 | $329K | Hold |
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|
2017
Q3 | $319K | Hold |
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|
2017
Q2 | $304K | Hold |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $291K | Hold |
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|
2016
Q3 | $268K | Hold |
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|
2016
Q2 | $248K | Hold |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $243K | Hold |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $301K | Sell |
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|
2015
Q1 | $344K | Hold |
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|
2014
Q4 | $331K | Sell |
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|
2014
Q3 | $478K | Buy |
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|
2014
Q2 | $233K | Buy |
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|
2014
Q1 | $226K | Hold |
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|
2013
Q4 | $224K | Hold |
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|
2013
Q3 | $207K | Buy |
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|
2013
Q2 | $169K | Buy |
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