Stevens First Principles Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10
| Closed | -$1K | – | 167 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 163 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 146 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 138 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 131 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 169 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 182 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 219 |
|
|
2015
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 202 |
|
|
2014
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 209 |
|