New Potomac Partners’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
Q2 | – | Sell |
-75
| Closed | -$9K | – | 135 |
|
|
2020
Q1 | $9K | Hold |
75
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $12K | Hold |
75
| – | – | 0.01% | 124 |
|
|
2019
Q3 | $11K | Hold |
75
| – | – | 0.01% | 127 |
|
|
2019
Q2 | $12K | Hold |
75
| – | – | 0.01% | 126 |
|
|
2019
Q1 | $11K | Hold |
75
| – | – | 0.01% | 128 |
|
|
2018
Q4 | $10K | Hold |
75
| – | – | 0.01% | 141 |
|
|
2018
Q3 | $13K | Hold |
75
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $12K | Hold |
75
| – | – | 0.01% | 130 |
|
|
2018
Q1 | $11K | Hold |
75
| – | – | 0.01% | 132 |
|
|
2017
Q4 | $11K | Buy |
+75
| New | +$11K | 0.01% | 132 |
|