WCM
Whitener Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,390
| Closed | -$230K | – | 125 |
|
|
2019
Q4 | $230K | Hold |
1,390
| – | – | 0.12% | 125 |
|
|
2019
Q3 | $210K | Sell |
1,390
-294
| -17% | -$44.4K | 0.12% | 121 |
|
|
2019
Q2 | $261K | Buy |
1,684
+15
| +0.9% | +$2.33K | 0.15% | 110 |
|
|
2019
Q1 | $255K | Buy |
1,669
+15
| +0.9% | +$2.29K | 0.17% | 102 |
|
|
2018
Q4 | $221K | Sell |
1,654
-350
| -17% | -$46.8K | 0.16% | 107 |
|
|
2018
Q3 | $337K | Buy |
2,004
+35
| +2% | +$5.89K | 0.22% | 97 |
|
|
2018
Q2 | $322K | Buy |
1,969
+15
| +0.8% | +$2.45K | 0.25% | 98 |
|
|
2018
Q1 | $296K | Buy |
1,954
+15
| +0.8% | +$2.27K | 0.23% | 96 |
|
|
2017
Q4 | $295K | Buy |
+1,939
| New | +$295K | 0.25% | 94 |
|