Summit Financial Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $209K | Hold |
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|
2017
Q1 | $204K | Hold |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $238K | Sell |
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|
2016
Q2 | $255K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $941K | Buy |
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|
2015
Q2 | $285K | Hold |
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $1.03M | Buy |
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