Westport Resources Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $335K | Hold |
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|
2016
Q2 | $310K | Hold |
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $335K | Hold |
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|
2015
Q3 | $325K | Hold |
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|
2015
Q2 | $372K | Hold |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $356K | Hold |
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|
2014
Q3 | $326K | Buy |
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|
2014
Q2 | $247K | Hold |
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|
2014
Q1 | $242K | Hold |
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|
2013
Q4 | $240K | Buy |
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|
2013
Q3 | $179K | Hold |
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|
2013
Q2 | $163K | Buy |
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