Loeb Partners Corp’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
2019
Q1
Sell
-3,000
Closed -$402K 214
2018
Q4
$402K Hold
3,000
0.19% 98
2018
Q3
$506K Sell
3,000
-10,000
-77% -$1.69M 0.19% 99
2018
Q2
$2.13M Buy
+13,000
New +$2.13M 0.54% 54