Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $151K | Hold |
1,000
| – | – | 0.1% | 121 |
|
|
2019
Q2 | $156K | Hold |
1,000
| – | – | 0.12% | 110 |
|
|
2019
Q1 | $155K | Hold |
1,000
| – | – | 0.12% | 104 |
|
|
2018
Q4 | $134K | Hold |
1,000
| – | – | 0.13% | 110 |
|
|
2018
Q3 | $169K | Hold |
1,000
| – | – | 0.14% | 113 |
|
|
2018
Q2 | $164K | Hold |
1,000
| – | – | 0.14% | 113 |
|
|
2018
Q1 | $151K | Hold |
1,000
| – | – | 0.12% | 132 |
|
|
2017
Q4 | $159K | Buy |
+1,000
| New | +$159K | 0.13% | 124 |
|