Lenox Wealth Advisors’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 |
-45
| Closed | -$4K | – | 609 |
|
|
2020
Q2 | $4K | Buy |
45
+7
| +18% | +$622 | ﹤0.01% | 460 |
|
|
2020
Q1 | $3K | Sell |
38
-29
| -43% | -$2.29K | ﹤0.01% | 509 |
|
|
2019
Q4 | $9K | Buy |
67
+29
| +76% | +$3.9K | ﹤0.01% | 423 |
|
|
2019
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 401 |
|
|
2019
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 315 |
|
|
2019
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 365 |
|
|
2018
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 309 |
|
|
2018
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 455 |
|
|
2018
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 420 |
|
|
2017
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 222 |
|