Squar Milner Financial 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
Q2 | – | Sell |
-563
| Closed | -$64K | – | 469 |
|
|
2020
Q1 | $64K | Sell |
563
-86
| -13% | -$9.78K | 0.04% | 337 |
|
|
2019
Q4 | $107K | Buy |
+649
| New | +$107K | 0.05% | 312 |
|
|
2019
Q3 | – | Sell |
-649
| Closed | -$101K | – | 462 |
|
|
2019
Q2 | $101K | Buy |
649
+81
| +14% | +$12.6K | 0.07% | 276 |
|
|
2019
Q1 | $86K | Hold |
568
| – | – | 0.06% | 272 |
|
|
2018
Q4 | $76K | Hold |
568
| – | – | 0.07% | 253 |
|
|
2018
Q3 | $96K | Buy |
568
+266
| +88% | +$45K | 0.09% | 244 |
|
|
2018
Q2 | $49K | Buy |
+302
| New | +$49K | 0.04% | 332 |
|