Patton Albertson Miller Group’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
2020
Q1
Sell
-2,629
Closed -$436K 225
2019
Q4
$436K Sell
2,629
-807
-23% -$134K 0.11% 171
2019
Q3
$520K Buy
+3,436
New +$520K 0.15% 153
2018
Q4
Sell
-748
Closed -$109K 193
2018
Q3
$109K Buy
+748
New +$109K 0.06% 136