Alaethes Wealth’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
2022
Q2
Sell
-100
Closed -$21K 206
2022
Q1
$21K Hold
100
0.01% 170
2021
Q4
$22K Hold
100
0.01% 168
2021
Q3
$22K Hold
100
0.02% 155
2021
Q2
$23K Buy
+100
New +$23K 0.02% 151