Weyland Capital 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $7.04M | Sell |
61,182
-5,941
| -9% | -$683K | 7.49% | 2 |
|
2016
Q1 | $7.43M | Sell |
67,123
-13,138
| -16% | -$1.45M | 7.82% | 2 |
|
2015
Q4 | $9.04M | Buy |
80,261
+495
| +0.6% | +$55.7K | 8.23% | 3 |
|
2015
Q3 | $8.71M | Buy |
79,766
+1,240
| +2% | +$135K | 8.22% | 3 |
|
2015
Q2 | $9.81M | Buy |
78,526
+5,441
| +7% | +$679K | 8.48% | 4 |
|
2015
Q1 | $9.09M | Buy |
73,085
+3,674
| +5% | +$457K | 7.79% | 4 |
|
2014
Q4 | $8.3M | Buy |
69,411
+1,740
| +3% | +$208K | 7.41% | 4 |
|
2014
Q3 | $7.4M | Sell |
67,671
-262
| -0.4% | -$28.7K | 6.7% | 4 |
|
2014
Q2 | $8.07M | Buy |
67,933
+1,544
| +2% | +$183K | 7.09% | 4 |
|
2014
Q1 | $7.72M | Buy |
66,389
+7,266
| +12% | +$845K | 7.09% | 4 |
|
2013
Q4 | $6.82M | Buy |
59,123
+1,070
| +2% | +$123K | 6.56% | 4 |
|
2013
Q3 | $6.19M | Buy |
58,053
+4,125
| +8% | +$440K | 6.46% | 5 |
|
2013
Q2 | $5.23M | Buy |
+53,928
| New | +$5.23M | 6% | 5 |
|