Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7.14K | Hold |
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|
2017
Q4 | $7.17K | Hold |
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|
2017
Q3 | $6.97K | Sell |
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|
2017
Q2 | $17.2K | Hold |
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|
2017
Q1 | $16.8K | Hold |
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|
2016
Q4 | $16.5K | Hold |
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|
2016
Q3 | $15.2K | Hold |
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|
2016
Q2 | $14K | Sell |
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|
2016
Q1 | $15.2K | Sell |
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|
2015
Q4 | $15.4K | Hold |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $70.2K | Buy |
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|
2015
Q1 | $15.2K | Hold |
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|
2014
Q4 | $14.6K | Buy |
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|
2014
Q3 | $8.2K | Buy |
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|
2014
Q2 | $8.91K | Hold |
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|
2014
Q1 | $8.73K | Hold |
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|
2013
Q4 | $9K | Buy |
|