Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $149K | Hold |
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|
2020
Q2 | $143K | Hold |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $323K | Buy |
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|
2018
Q3 | $404K | Sell |
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|
2018
Q2 | $393K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $369K | Sell |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $401K | Buy |
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|
2016
Q3 | $348K | Sell |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $414K | Buy |
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