Steward Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.37M | Sell |
12,490
-2,715
| -18% | -$297K | 3.67% | 8 |
|
|
2014
Q2 | $1.81M | Sell |
15,205
-7,500
| -33% | -$891K | 3.82% | 12 |
|
|
2014
Q1 | $2.64M | Sell |
22,705
-3,250
| -13% | -$378K | 4.57% | 10 |
|
|
2013
Q4 | $3M | Sell |
25,955
-2,500
| -9% | -$288K | 4.6% | 10 |
|
|
2013
Q3 | $3.03M | Buy |
28,455
+5
| +0% | +$533 | 4.1% | 8 |
|
|
2013
Q2 | $2.76M | Buy |
+28,450
| New | +$2.76M | 3.62% | 10 |
|