Rikoon Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.13M | Sell |
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|
2020
Q4 | $4.55M | Buy |
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|
2020
Q3 | $3.48M | Sell |
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|
2020
Q2 | $3.34M | Sell |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $3.49M | Buy |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.28M | Buy |
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|
2019
Q1 | $3.16M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.98M | Buy |
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|
2018
Q2 | $2.67M | Buy |
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|
2018
Q1 | $2.34M | Sell |
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|
2017
Q4 | $2.45M | Buy |
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|
2017
Q3 | $2.27M | Sell |
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|
2017
Q2 | $2.2M | Sell |
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|
2017
Q1 | $2.18M | Sell |
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|
2016
Q4 | $2.19M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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