United Capital Management of KS’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-940
| Closed | -$216K | – | 96 |
|
|
2021
Q2 | $216K | Sell |
940
-198
| -17% | -$45.5K | 0.09% | 91 |
|
|
2021
Q1 | $251K | Buy |
1,138
+109
| +11% | +$24K | 0.12% | 83 |
|
|
2020
Q4 | $202K | Buy |
+1,029
| New | +$202K | 0.09% | 89 |
|
|
2020
Q1 | – | Sell |
-1,377
| Closed | -$228K | – | 93 |
|
|
2019
Q4 | $228K | Sell |
1,377
-24
| -2% | -$3.97K | 0.14% | 102 |
|
|
2019
Q3 | $209K | Buy |
1,401
+261
| +23% | +$38.9K | 0.15% | 103 |
|
|
2019
Q2 | $231K | Sell |
1,140
-315
| -22% | -$63.8K | 0.17% | 99 |
|
|
2019
Q1 | $230K | Buy |
+1,455
| New | +$230K | 0.18% | 99 |
|
|
2018
Q4 | – | Sell |
-1,286
| Closed | -$218K | – | 110 |
|
|
2018
Q3 | $218K | Buy |
+1,286
| New | +$218K | 0.18% | 106 |
|