Sanders Morris Harris’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,504
| Closed | -$2.13M | – | 141 |
|
|
2017
Q1 | $2.13M | Buy |
15,504
+187
| +1% | +$25.7K | 0.78% | 34 |
|
|
2016
Q4 | $186K | Buy |
15,317
+610
| +4% | +$7.41K | 0.09% | 107 |
|
|
2016
Q3 | $1.83M | Buy |
14,707
+3,536
| +32% | +$439K | 0.55% | 42 |
|
|
2016
Q2 | $1.28M | Sell |
11,171
-1,117
| -9% | -$128K | 0.3% | 78 |
|
|
2016
Q1 | $1.36M | Buy |
+12,288
| New | +$1.36M | 0.23% | 97 |
|