All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,926
| Closed | -$2.72M | – | 103 |
|
|
2024
Q1 | $2.72M | Buy |
+12,926
| New | +$2.72M | 2.25% | 14 |
|
|
2023
Q2 | – | Sell |
-21,401
| Closed | -$3.82M | – | 112 |
|
|
2023
Q1 | $3.82M | Buy |
21,401
+6,418
| +43% | +$1.14M | 3.46% | 4 |
|
|
2022
Q4 | $2.61M | Buy |
+14,983
| New | +$2.61M | 2.31% | 12 |
|
|
2022
Q1 | – | Sell |
-3,579
| Closed | -$796K | – | 154 |
|
|
2021
Q4 | $796K | Sell |
3,579
-22,174
| -86% | -$4.93M | 0.55% | 40 |
|
|
2021
Q3 | $5.63M | Buy |
+25,753
| New | +$5.63M | 4.54% | 2 |
|