PSW
Portfolio Strategies (Washington)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $14K | Sell |
89
-7,228
| -99% | -$1.14M | 0.03% | 47 |
|
|
2017
Q3 | $1.08M | Buy |
7,317
+7,129
| +3,792% | +$1.06M | 1.79% | 16 |
|
|
2017
Q2 | $26K | Hold |
188
| – | – | 0.04% | 43 |
|
|
2017
Q1 | $26K | Sell |
188
-67,200
| -100% | -$9.29M | 0.03% | 38 |
|
|
2016
Q4 | $9.09M | Buy |
+67,388
| New | +$9.09M | 10.44% | 2 |
|
|
2014
Q4 | – | Sell |
-1,765
| Closed | -$193K | – | 28 |
|
|
2014
Q3 | $193K | Sell |
1,765
-6,603
| -79% | -$722K | 0.22% | 38 |
|
|
2014
Q2 | $994K | Buy |
+8,368
| New | +$994K | 1.1% | 22 |
|
|
2014
Q1 | – | Sell |
-5,444
| Closed | -$627K | – | 51 |
|
|
2013
Q4 | $627K | Buy |
+5,444
| New | +$627K | 0.81% | 31 |
|