Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,008
| Closed | -$750K | – | 178 |
|
|
2015
Q2 | $750K | Buy |
6,008
+18
| +0.3% | +$2.25K | 0.56% | 55 |
|
|
2015
Q1 | $745K | Sell |
5,990
-334
| -5% | -$41.5K | 0.53% | 57 |
|
|
2014
Q4 | $756K | Buy |
6,324
+16
| +0.3% | +$1.91K | 0.51% | 56 |
|
|
2014
Q3 | $690K | Buy |
6,308
+388
| +7% | +$42.4K | 0.46% | 68 |
|
|
2014
Q2 | $703K | Buy |
5,920
+15
| +0.3% | +$1.78K | 0.47% | 60 |
|
|
2014
Q1 | $687K | Hold |
5,905
| – | – | 0.47% | 62 |
|
|
2013
Q4 | $681K | Buy |
+5,905
| New | +$681K | 0.46% | 61 |
|