WAM
Watershed Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,100
| Closed | -$4.96M | – | 137 |
|
|
2022
Q3 | $4.96M | Buy |
+30,100
| New | +$4.96M | 6.48% | 3 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 10 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 18 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 20 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 19 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 19 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 20 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 25 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 29 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 26 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 22 |
|