Parasol Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.07M | Buy |
22,320
+5,415
| +32% | +$745K | 5.03% | 6 |
|
|
2016
Q4 | $2.28M | Buy |
+16,905
| New | +$2.28M | 2.4% | 14 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$120K | – | 284 |
|
|
2014
Q4 | $120K | Buy |
+1,000
| New | +$120K | 0.08% | 74 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$35K | – | 266 |
|
|
2013
Q4 | $35K | Buy |
+300
| New | +$35K | 0.02% | 106 |
|