PPSG
Princeton Portfolio Strategies Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,500
| Closed | -$2.61M | – | 158 |
|
|
2017
Q3 | $2.61M | Buy |
+17,500
| New | +$2.61M | 0.71% | 49 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$1.38M | – | 173 |
|
|
2017
Q1 | $1.38M | Buy |
10,000
+5,000
| +100% | +$688K | 0.41% | 69 |
|
|
2016
Q4 | $674K | Buy |
+5,000
| New | +$674K | 0.21% | 96 |
|