Lau Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.74M | Hold |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $2.7M | Buy |
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|
2018
Q3 | $1.88M | Hold |
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|
2018
Q2 | $1.83M | Hold |
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|
2018
Q1 | $1.7M | Buy |
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|
2017
Q4 | $244K | Sell |
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|
2017
Q3 | $271K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $247K | Hold |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $210K | Buy |
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