NES
New England Securities’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.94M | Buy |
16,195
+3,838
| +31% | +$459K | 0.68% | 24 |
|
|
2014
Q3 | $1.35M | Buy |
12,357
+2,661
| +27% | +$291K | 0.47% | 43 |
|
|
2014
Q2 | $1.15M | Buy |
9,696
+1,252
| +15% | +$149K | 0.4% | 51 |
|
|
2014
Q1 | $982K | Sell |
8,444
-792
| -9% | -$92.1K | 0.38% | 60 |
|
|
2013
Q4 | $1.07M | Buy |
9,236
+2,975
| +48% | +$343K | 0.44% | 49 |
|
|
2013
Q3 | $667K | Buy |
6,261
+1,015
| +19% | +$108K | 0.34% | 71 |
|
|
2013
Q2 | $509K | Buy |
+5,246
| New | +$509K | 0.34% | 65 |
|