LifePlan Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $58K | Buy |
390
+8
| +2% | +$1.19K | 0.03% | 235 |
|
|
2020
Q2 | $55K | Buy |
382
+39
| +11% | +$5.62K | 0.03% | 235 |
|
|
2020
Q1 | $39K | Hold |
343
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $57K | Hold |
343
| – | – | 0.03% | 232 |
|
|
2019
Q3 | $52K | Hold |
343
| – | – | 0.02% | 237 |
|
|
2019
Q2 | $53K | Sell |
343
-44
| -11% | -$6.8K | 0.03% | 239 |
|
|
2019
Q1 | $59K | Hold |
387
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $52K | Sell |
387
-39
| -9% | -$5.24K | 0.03% | 225 |
|
|
2018
Q3 | $72K | Hold |
426
| – | – | 0.04% | 214 |
|
|
2018
Q2 | $70K | Hold |
426
| – | – | 0.04% | 211 |
|
|
2018
Q1 | $65K | Buy |
+426
| New | +$65K | 0.04% | 199 |
|
|
2014
Q2 | – | Sell |
-1,665
| Closed | -$194K | – | 139 |
|
|
2014
Q1 | $194K | Buy |
1,665
+35
| +2% | +$4.08K | 0.15% | 62 |
|
|
2013
Q4 | $188K | Buy |
1,630
+105
| +7% | +$12.1K | 0.13% | 62 |
|
|
2013
Q3 | $163K | Buy |
1,525
+492
| +48% | +$52.6K | 0.13% | 52 |
|
|
2013
Q2 | $100K | Buy |
+1,033
| New | +$100K | 0.11% | 54 |
|