TWM
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Torch Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-1,020
Closed -$121K 172
2014
Q2
$121K Hold
1,020
0.08% 117
2014
Q1
$119K Sell
1,020
-150
-13% -$17.5K 0.09% 108
2013
Q4
$135K Buy
+1,170
New +$135K 0.1% 100