55I LLC’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
2022
Q3
$3.68M Buy
2022
Q2
$1.56M Buy
2022
Q1
$1.74M Sell
2021
Q4
$2.21M Sell
2021
Q3
$3.17M Buy
2021
Q2
$1.8M Buy
2021
Q1
$1.25M Buy
2020
Q4
Sell
2020
Q3
$279K Sell
2020
Q2
$1.89M Buy