United Bank (West Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.03M | Hold |
6,932
| – | – | 0.41% | 40 |
|
|
2017
Q2 | $977K | Buy |
6,932
+114
| +2% | +$16.1K | 0.41% | 43 |
|
|
2017
Q1 | $937K | Buy |
6,818
+467
| +7% | +$64.2K | 0.41% | 43 |
|
|
2016
Q4 | $856K | Hold |
6,351
| – | – | 0.38% | 45 |
|
|
2016
Q3 | $789K | Hold |
6,351
| – | – | 0.36% | 48 |
|
|
2016
Q2 | $730K | Hold |
6,351
| – | – | 0.34% | 48 |
|
|
2016
Q1 | $703K | Sell |
6,351
-139
| -2% | -$15.4K | 0.32% | 46 |
|
|
2015
Q4 | $731K | Buy |
6,490
+3,221
| +99% | +$363K | 0.35% | 39 |
|
|
2015
Q3 | $357K | Hold |
3,269
| – | – | 0.18% | 64 |
|
|
2015
Q2 | $408K | Buy |
3,269
+923
| +39% | +$115K | 0.18% | 62 |
|
|
2015
Q1 | $292K | Hold |
2,346
| – | – | 0.12% | 87 |
|
|
2014
Q4 | $281K | Hold |
2,346
| – | – | 0.1% | 91 |
|
|
2014
Q3 | $257K | Sell |
2,346
-372
| -14% | -$40.8K | 0.1% | 94 |
|
|
2014
Q2 | $323K | Hold |
2,718
| – | – | 0.12% | 77 |
|
|
2014
Q1 | $316K | Sell |
2,718
-1,578
| -37% | -$183K | 0.12% | 82 |
|
|
2013
Q4 | $496K | Buy |
4,296
+1,581
| +58% | +$183K | 0.2% | 58 |
|
|
2013
Q3 | $289K | Hold |
2,715
| – | – | 0.12% | 79 |
|
|
2013
Q2 | $263K | Buy |
+2,715
| New | +$263K | 0.12% | 84 |
|