Piershale Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-132,537
| Closed | -$29.3M | – | 32 |
|
|
2021
Q1 | $29.3M | Buy |
+132,537
| New | +$29.3M | 12.67% | 1 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$6K | – | 72 |
|
|
2016
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 110 |
|
|
2016
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 103 |
|
|
2016
Q1 | $6K | Sell |
50
-500
| -91% | -$60K | ﹤0.01% | 100 |
|
|
2015
Q4 | $62K | Buy |
550
+500
| +1,000% | +$56.4K | 0.04% | 33 |
|
|
2015
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 94 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 87 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 94 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2014
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 104 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | 0.01% | 96 |
|
|
2013
Q4 | $6K | Hold |
50
| – | – | 0.01% | 82 |
|
|
2013
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 87 |
|