SAM
Symphony Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 43 |
|
|
2020
Q1 | – | Sell |
-1,803
| Closed | -$299K | – | 102 |
|
|
2019
Q4 | $299K | Buy |
+1,803
| New | +$299K | 0.07% | 123 |
|
|
2019
Q1 | – | Sell |
-3,771
| Closed | -$505K | – | 191 |
|
|
2018
Q4 | $505K | Buy |
+3,771
| New | +$505K | 0.15% | 80 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 428 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 460 |
|