Rational Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11
| Closed | -$2K | – | 412 |
|
|
2020
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 478 |
|
|
2020
Q1 | – | Sell |
-204
| Closed | -$34K | – | 344 |
|
|
2019
Q4 | $34K | Sell |
204
-29,178
| -99% | -$4.86M | 0.02% | 386 |
|
|
2019
Q3 | $4.45M | Buy |
29,382
+28,718
| +4,325% | +$4.35M | 1.72% | 5 |
|
|
2019
Q2 | $103K | Sell |
664
-2,659
| -80% | -$412K | 0.04% | 278 |
|
|
2019
Q1 | $509K | Buy |
3,323
+3,287
| +9,131% | +$503K | 0.14% | 145 |
|
|
2018
Q4 | $5K | Sell |
36
-869
| -96% | -$121K | ﹤0.01% | 428 |
|
|
2018
Q3 | $153K | Buy |
905
+694
| +329% | +$117K | 0.04% | 208 |
|
|
2018
Q2 | $35K | Buy |
211
+174
| +470% | +$28.9K | 0.02% | 287 |
|
|
2018
Q1 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 406 |
|