Weatherstone Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,384
| Closed | -$987K | – | 67 |
|
|
2015
Q2 | $987K | Sell |
6,384
-7,187
| -53% | -$1.11M | 0.87% | 27 |
|
|
2015
Q1 | $2.06M | Buy |
+13,571
| New | +$2.06M | 1.27% | 20 |
|
|
2014
Q1 | – | Sell |
-27,265
| Closed | -$3.69M | – | 83 |
|
|
2013
Q4 | $3.69M | Buy |
+27,265
| New | +$3.69M | 0.83% | 24 |
|
|
2013
Q3 | – | Sell |
-30,685
| Closed | -$3.44M | – | 62 |
|
|
2013
Q2 | $3.44M | Buy |
+30,685
| New | +$3.44M | 1.46% | 19 |
|