LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $53K | Sell |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $52K | Sell |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $65K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $194K | Buy |
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|
2013
Q4 | $188K | Buy |
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|
2013
Q3 | $163K | Buy |
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|
2013
Q2 | $100K | Buy |
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