ParenteBeard Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $4.2K | Sell |
503
-6,829
| -93% | -$57.1K | 0.05% | 80 |
|
|
2014
Q3 | $802K | Buy |
7,332
+3,061
| +72% | +$335K | 0.34% | 41 |
|
|
2014
Q2 | $507K | Buy |
4,271
+83
| +2% | +$9.85K | 0.22% | 59 |
|
|
2014
Q1 | $487K | Sell |
4,188
-1,071
| -20% | -$125K | 0.24% | 57 |
|
|
2013
Q4 | $607K | Sell |
5,259
-53
| -1% | -$6.12K | 0.24% | 66 |
|
|
2013
Q3 | $566K | Sell |
5,312
-1,278
| -19% | -$136K | 0.28% | 52 |
|
|
2013
Q2 | $639K | Buy |
+6,590
| New | +$639K | 0.29% | 47 |
|