Atlas Private 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
Q2 | – | Sell |
-652
| Closed | -$144K | – | 244 |
|
|
2021
Q1 | $144K | Sell |
652
-125
| -16% | -$27.6K | 0.09% | 133 |
|
|
2020
Q4 | $152K | Hold |
777
| – | – | 0.11% | 129 |
|
|
2020
Q3 | $116K | Hold |
777
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $111K | Sell |
777
-198
| -20% | -$28.3K | 0.09% | 144 |
|
|
2020
Q1 | $112K | Sell |
975
-118
| -11% | -$13.6K | 0.1% | 138 |
|
|
2019
Q4 | $181K | Buy |
+1,093
| New | +$181K | 0.14% | 129 |
|