Pinnacle Summer Investments’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
Q4 | – | Sell |
-1,708
| Closed | -$229K | – | 901 |
|
|
2015
Q3 | $229K | Buy |
+1,708
| New | +$229K | 0.04% | 265 |
|
|
2015
Q2 | – | Sell |
-1,703
| Closed | -$258K | – | 845 |
|
|
2015
Q1 | $258K | Buy |
1,703
+4
| +0.2% | +$606 | 0.04% | 272 |
|
|
2014
Q4 | $242K | Buy |
1,699
+2
| +0.1% | +$285 | 0.03% | 287 |
|
|
2014
Q3 | $220K | Buy |
1,697
+2
| +0.1% | +$259 | 0.02% | 318 |
|
|
2014
Q2 | $235K | Hold |
1,695
| – | – | 0.03% | 292 |
|
|
2014
Q1 | $219K | Buy |
1,695
+2
| +0.1% | +$258 | 0.03% | 252 |
|
|
2013
Q4 | $229K | Buy |
1,693
+6
| +0.4% | +$812 | 0.03% | 242 |
|
|
2013
Q3 | $212K | Buy |
1,687
+2
| +0.1% | +$251 | 0.04% | 225 |
|
|
2013
Q2 | $188K | Buy |
+1,685
| New | +$188K | 0.05% | 219 |
|