Rowland Carmichael Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$12K | – | 333 |
|
|
2018
Q3 | $12K | Hold |
58
| – | – | ﹤0.01% | 332 |
|
|
2018
Q2 | $12K | Buy |
58
+45
| +346% | +$9.31K | 0.01% | 335 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 313 |
|
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 290 |
|
|
2017
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 286 |
|
|
2017
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 280 |
|
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 301 |
|
|
2016
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 285 |
|
|
2016
Q2 | $2K | Sell |
13
-350
| -96% | -$53.8K | ﹤0.01% | 292 |
|
|
2016
Q1 | $48K | Buy |
+363
| New | +$48K | 0.04% | 172 |
|