NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $309K | Hold |
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|
2018
Q3 | $389K | Sell |
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|
2018
Q2 | $424K | Hold |
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|
2018
Q1 | $393K | Hold |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $384K | Hold |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $342K | Sell |
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|
2016
Q4 | $356K | Buy |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $335K | Hold |
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|
2016
Q1 | $322K | Sell |
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|
2015
Q4 | $330K | Buy |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $320K | Sell |
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|
2015
Q1 | $347K | Sell |
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|
2014
Q4 | $367K | Hold |
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|
2014
Q3 | $336K | Buy |
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|
2014
Q2 | $222K | Buy |
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