WWM
Willingdon Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-35
| Closed | -$7K | – | 523 |
|
2019
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 246 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 257 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 286 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 303 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 280 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 283 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 267 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 250 |
|