Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-226
| Closed | -$22K | – | 680 |
|
|
2020
Q2 | $22K | Buy |
226
+75
| +50% | +$7.3K | ﹤0.01% | 631 |
|
|
2020
Q1 | $12K | Sell |
151
-150
| -50% | -$11.9K | ﹤0.01% | 665 |
|
|
2019
Q4 | $39K | Buy |
+301
| New | +$39K | 0.01% | 515 |
|
|
2019
Q2 | – | Sell |
-301
| Closed | -$36K | – | 517 |
|
|
2019
Q1 | $36K | Sell |
301
-133
| -31% | -$15.9K | 0.01% | 435 |
|
|
2018
Q4 | $47K | Buy |
+434
| New | +$47K | 0.01% | 382 |
|