SteelBridge Private Wealth Advisors’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
Q3 | – | Sell |
-3,580
| Closed | -$504K | – | 47 |
|
|
2017
Q2 | $504K | Hold |
3,580
| – | – | 0.71% | 33 |
|
|
2017
Q1 | $492K | Hold |
3,580
| – | – | 0.75% | 31 |
|
|
2016
Q4 | $484K | Buy |
3,580
+1,240
| +53% | +$168K | 0.76% | 31 |
|
|
2016
Q3 | $291K | Hold |
2,340
| – | – | 0.85% | 31 |
|
|
2016
Q2 | $282K | Sell |
2,340
-156
| -6% | -$18.8K | 0.85% | 30 |
|
|
2016
Q1 | $276K | Buy |
+2,496
| New | +$276K | 0.56% | 36 |
|