Pinnacle Advisory Group’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
Q1 | – | Sell |
-5,070
| Closed | -$651K | – | 153 |
|
|
2014
Q4 | $651K | Hold |
5,070
| – | – | 0.06% | 68 |
|
|
2014
Q3 | $651K | Sell |
5,070
-225
| -4% | -$28.9K | 0.08% | 48 |
|
|
2014
Q2 | $679K | Sell |
5,295
-200
| -4% | -$25.6K | 0.08% | 50 |
|
|
2014
Q1 | $748K | Buy |
5,495
+100
| +2% | +$13.6K | 0.07% | 45 |
|
|
2013
Q4 | $731K | Hold |
5,395
| – | – | 0.09% | 40 |
|
|
2013
Q3 | $678K | Hold |
5,395
| – | – | 0.08% | 49 |
|
|
2013
Q2 | $602K | Buy |
+5,395
| New | +$602K | 0.08% | 43 |
|