Peachtree Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,689
| Closed | -$570K | – | 179 |
|
|
2015
Q2 | $570K | Buy |
3,689
+7
| +0.2% | +$1.08K | 0.43% | 67 |
|
|
2015
Q1 | $558K | Buy |
3,682
+9
| +0.2% | +$1.36K | 0.4% | 71 |
|
|
2014
Q4 | $523K | Buy |
3,673
+6
| +0.2% | +$854 | 0.35% | 82 |
|
|
2014
Q3 | $476K | Buy |
3,667
+7
| +0.2% | +$909 | 0.32% | 85 |
|
|
2014
Q2 | $507K | Buy |
3,660
+6
| +0.2% | +$831 | 0.34% | 80 |
|
|
2014
Q1 | $497K | Hold |
3,654
| – | – | 0.34% | 82 |
|
|
2013
Q4 | $495K | Buy |
+3,654
| New | +$495K | 0.34% | 82 |
|