Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $243K | Hold |
1,094
| – | – | 0.05% | 179 |
|
|
2021
Q3 | $239K | Hold |
1,094
| – | – | 0.05% | 172 |
|
|
2021
Q2 | $251K | Buy |
+1,094
| New | +$251K | 0.05% | 170 |
|
|
2014
Q3 | – | Sell |
-1,810
| Closed | -$215K | – | 115 |
|
|
2014
Q2 | $215K | Hold |
1,810
| – | – | 0.13% | 114 |
|
|
2014
Q1 | $211K | Hold |
1,810
| – | – | 0.13% | 115 |
|
|
2013
Q4 | $209K | Buy |
+1,810
| New | +$209K | 0.13% | 115 |
|