Kore Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-129
| Closed | -$26K | – | 681 |
|
|
2020
Q2 | $26K | Buy |
129
+63
| +95% | +$12.7K | 0.01% | 599 |
|
|
2020
Q1 | $10K | Hold |
66
| – | – | ﹤0.01% | 688 |
|
|
2019
Q4 | $14K | Buy |
+66
| New | +$14K | ﹤0.01% | 695 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$13K | – | 518 |
|
|
2019
Q1 | $13K | Sell |
66
-530
| -89% | -$104K | ﹤0.01% | 565 |
|
|
2018
Q4 | $100K | Buy |
+596
| New | +$100K | 0.03% | 279 |
|