WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$27K | – | 451 |
|
|
2018
Q4 | $27K | Sell |
200
-823
| -80% | -$111K | ﹤0.01% | 261 |
|
|
2018
Q3 | $172K | Buy |
1,023
+578
| +130% | +$97.2K | 0.02% | 170 |
|
|
2018
Q2 | $73K | Buy |
445
+410
| +1,171% | +$67.3K | 0.01% | 224 |
|
|
2018
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 431 |
|
|
2014
Q4 | – | Sell |
-455
| Closed | -$50K | – | 477 |
|
|
2014
Q3 | $50K | Buy |
+455
| New | +$50K | 0.01% | 157 |
|