LFM
Lumina Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-33,800
| Closed | -$5.13M | – | 39 |
|
|
2018
Q1 | $5.13M | Hold |
33,800
| – | – | 0.46% | 16 |
|
|
2017
Q4 | $5.15M | Buy |
+33,800
| New | +$5.15M | 0.48% | 16 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 45 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 45 |
|
|
2014
Q2 | – | Sell |
-1,380
| Closed | -$161K | – | 40 |
|
|
2014
Q1 | $161K | Hold |
1,380
| – | – | 0.02% | 27 |
|
|
2013
Q4 | $159K | Hold |
1,380
| – | – | 0.02% | 24 |
|
|
2013
Q3 | $147K | Hold |
1,380
| – | – | 0.01% | 22 |
|
|
2013
Q2 | $135K | Buy |
+1,380
| New | +$135K | 0.01% | 26 |
|