PHH Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.91M | Buy |
11,509
+265
| +2% | +$43.9K | 0.5% | 24 |
|
|
2019
Q3 | $1.7M | Buy |
11,244
+356
| +3% | +$53.9K | 0.47% | 27 |
|
|
2019
Q2 | $1.69M | Sell |
10,888
-38
| -0.3% | -$5.91K | 0.48% | 28 |
|
|
2019
Q1 | $1.67M | Buy |
10,926
+491
| +5% | +$75.2K | 0.49% | 28 |
|
|
2018
Q4 | $1.4M | Sell |
10,435
-634
| -6% | -$84.9K | 0.45% | 32 |
|
|
2018
Q3 | $1.87M | Sell |
11,069
-82
| -0.7% | -$13.8K | 0.54% | 24 |
|
|
2018
Q2 | $1.83M | Buy |
11,151
+284
| +3% | +$46.5K | 0.56% | 17 |
|
|
2018
Q1 | $1.65M | Sell |
10,867
-2,974
| -21% | -$452K | 0.51% | 20 |
|
|
2017
Q4 | $2.11M | Buy |
+13,841
| New | +$2.11M | 0.64% | 17 |
|