Texas Yale Capital Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,305
| Closed | -$389K | – | 427 |
|
|
2018
Q3 | $389K | Hold |
2,305
| – | – | 0.03% | 353 |
|
|
2018
Q2 | $377K | Hold |
2,305
| – | – | 0.03% | 354 |
|
|
2018
Q1 | $350K | Sell |
2,305
-850
| -27% | -$129K | 0.03% | 365 |
|
|
2017
Q4 | $481K | Buy |
3,155
+505
| +19% | +$77K | 0.04% | 328 |
|
|
2017
Q3 | $393K | Hold |
2,650
| – | – | 0.03% | 347 |
|
|
2017
Q2 | $373K | Hold |
2,650
| – | – | 0.03% | 351 |
|
|
2017
Q1 | $364K | Buy |
2,650
+35
| +1% | +$4.81K | 0.03% | 350 |
|
|
2016
Q4 | $353K | Buy |
+2,615
| New | +$353K | 0.03% | 346 |
|