Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38K | Hold |
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|
2024
Q2 | $34.9K | Hold |
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|
2024
Q1 | $36.2K | Sell |
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|
2023
Q4 | $49K | Hold |
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|
2023
Q3 | $43.1K | Buy |
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|
2023
Q2 | $27.7K | Hold |
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|
2023
Q1 | $26.4K | Buy |
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|
2022
Q4 | $13.3K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $81K | Buy |
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