Atalanta Sosnoff Capital’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
Q1 | – | Sell |
-6,365
| Closed | -$1.28M | – | 110 |
|
|
2023
Q4 | $1.28M | Buy |
6,365
+1,680
| +36% | +$337K | 0.03% | 66 |
|
|
2023
Q3 | $828K | Sell |
4,685
-460
| -9% | -$81.3K | 0.02% | 69 |
|
|
2023
Q2 | $964K | Sell |
5,145
-4,848
| -49% | -$908K | 0.03% | 72 |
|
|
2023
Q1 | $1.78M | Buy |
9,993
+927
| +10% | +$165K | 0.05% | 74 |
|
|
2022
Q4 | $1.58M | Buy |
+9,066
| New | +$1.58M | 0.05% | 72 |
|