Watermark Asset Management’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 | $61K | Buy |
458
+1
| +0.2% | +$133 | 0.03% | 79 |
|
|
2018
Q3 | $77K | Hold |
457
| – | – | 0.03% | 74 |
|
|
2018
Q2 | $75K | Hold |
457
| – | – | 0.03% | 76 |
|
|
2018
Q1 | $69K | Buy |
457
+15
| +3% | +$2.27K | 0.03% | 83 |
|
|
2017
Q4 | $67K | Buy |
442
+1
| +0.2% | +$152 | 0.03% | 87 |
|
|
2017
Q3 | $65K | Buy |
441
+1
| +0.2% | +$147 | 0.03% | 81 |
|
|
2017
Q2 | $62K | Hold |
440
| – | – | 0.03% | 86 |
|
|
2017
Q1 | $61K | Buy |
+440
| New | +$61K | 0.03% | 81 |
|