Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $579K | Sell |
3,864
-32
| -0.8% | -$4.8K | 0.2% | 62 |
|
|
2020
Q2 | $558K | Sell |
3,896
-979
| -20% | -$140K | 0.2% | 62 |
|
|
2020
Q1 | $558K | Buy |
4,875
+723
| +17% | +$82.8K | 0.26% | 57 |
|
|
2019
Q4 | $688K | Buy |
4,152
+575
| +16% | +$95.3K | 0.27% | 57 |
|
|
2019
Q3 | $541K | Hold |
3,577
| – | – | 0.26% | 57 |
|
|
2019
Q2 | $556K | Hold |
3,577
| – | – | 0.26% | 57 |
|
|
2019
Q1 | $548K | Sell |
3,577
-60
| -2% | -$9.19K | 0.25% | 57 |
|
|
2018
Q4 | $487K | Buy |
3,637
+150
| +4% | +$20.1K | 0.24% | 61 |
|
|
2018
Q3 | $588K | Hold |
3,487
| – | – | 0.31% | 53 |
|
|
2018
Q2 | $571K | Buy |
3,487
+30
| +0.9% | +$4.91K | 0.29% | 52 |
|
|
2018
Q1 | $525K | Sell |
3,457
-158
| -4% | -$24K | 0.28% | 55 |
|
|
2017
Q4 | $551K | Buy |
3,615
+33
| +0.9% | +$5.03K | 0.27% | 53 |
|
|
2017
Q3 | $531K | Hold |
3,582
| – | – | 0.28% | 56 |
|
|
2017
Q2 | $505K | Buy |
3,582
+400
| +13% | +$56.4K | 0.26% | 56 |
|
|
2017
Q1 | $437K | Buy |
+3,182
| New | +$437K | 0.29% | 47 |
|