LBA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $137K | Hold |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $124K | Hold |
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|
2016
Q2 | $115K | Sell |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $164K | Sell |
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|
2015
Q3 | $189K | Sell |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $350K | Sell |
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|
2014
Q4 | $343K | Hold |
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|
2014
Q3 | $314K | Sell |
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|
2014
Q2 | $359K | Sell |
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|
2014
Q1 | $363K | Sell |
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|
2013
Q4 | $467K | Buy |
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