National Penn Investors Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $292K | Hold |
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|
2015
Q4 | $296K | Hold |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $506K | Hold |
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|
2015
Q1 | $503K | Hold |
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|
2014
Q4 | $484K | Sell |
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|
2014
Q3 | $480K | Sell |
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|
2014
Q2 | $526K | Sell |
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|
2014
Q1 | $536K | Buy |
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|
2013
Q4 | $497K | Buy |
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|
2013
Q3 | $402K | Hold |
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|
2013
Q2 | $366K | Buy |
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