United Capital Management of KS’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,151
| Closed | -$247K | – | 94 |
|
|
2019
Q4 | $247K | Buy |
1,151
+7
| +0.6% | +$1.5K | 0.16% | 95 |
|
|
2019
Q3 | $217K | Sell |
1,144
-250
| -18% | -$47.4K | 0.16% | 102 |
|
|
2019
Q2 | $218K | Buy |
1,394
+255
| +22% | +$39.9K | 0.16% | 103 |
|
|
2019
Q1 | $230K | Buy |
+1,139
| New | +$230K | 0.18% | 100 |
|
|
2018
Q4 | – | Sell |
-1,084
| Closed | -$233K | – | 111 |
|
|
2018
Q3 | $233K | Buy |
+1,084
| New | +$233K | 0.19% | 100 |
|