SeaCrest Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-532
| Closed | -$72K | – | 1065 |
|
2022
Q2 | $72K | Buy |
+532
| New | +$72K | 0.01% | 980 |
|
2019
Q2 | – | Sell |
-487
| Closed | -$58K | – | 1185 |
|
2019
Q1 | $58K | Sell |
487
-235
| -33% | -$28K | 0.01% | 890 |
|
2018
Q4 | $78K | Sell |
722
-4
| -0.6% | -$432 | 0.02% | 751 |
|
2018
Q3 | $97K | Buy |
726
+1
| +0.1% | +$134 | 0.02% | 748 |
|
2018
Q2 | $96K | Hold |
725
| – | – | 0.02% | 735 |
|
2018
Q1 | $88K | Buy |
725
+1
| +0.1% | +$121 | 0.02% | 746 |
|
2017
Q4 | $91K | Buy |
+724
| New | +$91K | 0.02% | 748 |
|