Northstar Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $313K | Hold |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $311K | Sell |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $290K | Hold |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $263K | Sell |
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|
2016
Q1 | $279K | Buy |
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|
2015
Q4 | $261K | Hold |
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|
2015
Q3 | $253K | Buy |
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|
2015
Q2 | $217K | Sell |
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|
2015
Q1 | $232K | Sell |
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|
2014
Q4 | $272K | Sell |
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|
2014
Q3 | $268K | Buy |
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|
2014
Q2 | $288K | Sell |
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|
2014
Q1 | $329K | Sell |
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|
2013
Q4 | $379K | Hold |
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|
2013
Q3 | $350K | Sell |
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|
2013
Q2 | $327K | Buy |
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