Northstar Wealth Partners’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
Q3 | – | Sell |
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|
2020
Q2 | $669K | Sell |
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|
2020
Q1 | $553K | Sell |
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|
2019
Q4 | $959K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $921K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $677K | Buy |
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|
2017
Q3 | $543K | Sell |
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|
2017
Q2 | $532K | Buy |
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|
2017
Q1 | $465K | Buy |
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