Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $496K | Buy |
|
|||||
|
2023
Q3 | $428K | Sell |
|
|||||
|
2023
Q2 | $663K | Sell |
|
|||||
|
2023
Q1 | $636K | Buy |
|
|||||
|
2022
Q4 | $604K | Buy |
|
|||||
|
2022
Q3 | $483K | Sell |
|
|||||
|
2022
Q2 | $603K | Sell |
|
|||||
|
2022
Q1 | $769K | Buy |
|
|||||
|
2021
Q4 | $831K | Buy |
|
|||||
|
2021
Q3 | $811K | Buy |
|
|||||
|
2021
Q2 | $369K | Buy |
|
|||||
|
2021
Q1 | $104K | Sell |
|
|||||
|
2020
Q4 | $97K | Buy |
|
|||||
|
2020
Q3 | $74K | Buy |
|
|||||
|
2020
Q2 | $70K | Buy |
|
|||||
|
2020
Q1 | $39K | Buy |
|
|||||
|
2019
Q4 | $46K | Buy |
|
|||||
|
2019
Q3 | $42K | Sell |
|
|||||
|
2019
Q2 | $117K | Buy |
|
|||||
|
2019
Q1 | $98K | Sell |
|
|||||
|
2018
Q4 | $101K | Sell |
|
|||||
|
2018
Q3 | $156K | Buy |
|
|||||
|
2018
Q2 | $80K | Sell |
|
|||||
|
2018
Q1 | $75K | Sell |
|
|||||
|
2017
Q4 | $102K | Sell |
|
|||||
|
2017
Q3 | $262K | Buy |
|
|||||
|
2017
Q2 | $180K | Sell |
|
|||||
|
2017
Q1 | $43.6M | Sell |
|
|||||
|
2016
Q4 | $45.3M | Sell |
|
|||||
|
2016
Q3 | $41.1M | Sell |
|
|||||
|
2016
Q2 | $38.9M | Buy |
|
|||||
|
2016
Q1 | $37M | Buy |
|
|||||
|
2015
Q4 | $34M | Buy |
|
|||||
|
2015
Q3 | $30M | Buy |
|
|||||
|
2015
Q2 | $29.9M | Buy |
|
|||||
|
2015
Q1 | $26.1M | Buy |
|
|||||
|
2014
Q4 | $17.7M | Sell |
|
|||||
|
2014
Q3 | $16.3M | Buy |
|
|||||
|
2014
Q2 | $16.4M | Buy |
|
|||||
|
2014
Q1 | $14.8M | Buy |
|
|||||
|
2013
Q4 | $13.7M | Buy |
|
|||||
|
2013
Q3 | $11.6M | Sell |
|
|||||
|
2013
Q2 | $11.2M | Buy |
|