Atlanta Financial Associates’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
Q1
$378K Hold
1,928
0.18% 45
2020
Q4
$378K Sell
1,928
-24
-1% -$4.71K 0.18% 46
2020
Q3
$292K Sell
1,952
-139
-7% -$20.8K 0.15% 49
2020
Q2
$299K Buy
2,091
+130
+7% +$18.6K 0.17% 45
2020
Q1
$224K Buy
+1,961
New +$224K 0.18% 48