Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,022
| Closed | -$306K | – | 922 |
|
|
2019
Q3 | $306K | Buy |
+2,022
| New | +$306K | 0.01% | 732 |
|
|
2019
Q2 | – | Sell |
-4,444
| Closed | -$680K | – | 1096 |
|
|
2019
Q1 | $680K | Buy |
4,444
+2,814
| +173% | +$431K | 0.03% | 401 |
|
|
2018
Q4 | $218K | Sell |
1,630
-851
| -34% | -$114K | 0.01% | 893 |
|
|
2018
Q3 | $418K | Buy |
2,481
+764
| +44% | +$129K | 0.02% | 614 |
|
|
2018
Q2 | $281K | Buy |
+1,717
| New | +$281K | 0.01% | 665 |
|