BWA
BDO Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $332K | Sell |
1,773
-25
| -1% | -$4.68K | 0.04% | 208 |
|
|
2023
Q1 | $321K | Hold |
1,798
| – | – | 0.04% | 200 |
|
|
2022
Q4 | $313K | Buy |
1,798
+50
| +3% | +$8.72K | 0.04% | 217 |
|
|
2022
Q3 | $288K | Sell |
1,748
-210
| -11% | -$34.6K | 0.04% | 214 |
|
|
2022
Q2 | $332K | Buy |
1,958
+20
| +1% | +$3.39K | 0.04% | 204 |
|
|
2022
Q1 | $398K | Sell |
1,938
-22
| -1% | -$4.52K | 0.04% | 201 |
|
|
2021
Q4 | $436K | Buy |
1,960
+91
| +5% | +$20.2K | 0.05% | 196 |
|
|
2021
Q3 | $409K | Sell |
1,869
-148
| -7% | -$32.4K | 0.05% | 200 |
|
|
2021
Q2 | $463K | Hold |
2,017
| – | – | 0.05% | 195 |
|
|
2021
Q1 | $446K | Buy |
2,017
+15
| +0.7% | +$3.32K | 0.05% | 192 |
|
|
2020
Q4 | $393K | Buy |
2,002
+10
| +0.5% | +$1.96K | 0.06% | 168 |
|
|
2020
Q3 | $298K | Sell |
1,992
-191
| -9% | -$28.6K | 0.05% | 178 |
|
|
2020
Q2 | $313K | Sell |
2,183
-943
| -30% | -$135K | 0.06% | 171 |
|
|
2020
Q1 | $358K | Sell |
3,126
-760
| -20% | -$87K | 0.07% | 146 |
|
|
2019
Q4 | $644K | Buy |
3,886
+439
| +13% | +$72.8K | 0.17% | 101 |
|
|
2019
Q3 | $522K | Sell |
3,447
-86
| -2% | -$13K | 0.13% | 118 |
|
|
2019
Q2 | $549K | Sell |
3,533
-88
| -2% | -$13.7K | 0.15% | 106 |
|
|
2019
Q1 | $554K | Buy |
3,621
+2,244
| +163% | +$343K | 0.16% | 105 |
|
|
2018
Q4 | $184K | Hold |
1,377
| – | – | 0.06% | 156 |
|
|
2018
Q3 | $232K | Hold |
1,377
| – | – | 0.08% | 145 |
|
|
2018
Q2 | $226K | Buy |
1,377
+545
| +66% | +$89.4K | 0.08% | 146 |
|
|
2018
Q1 | $126K | Sell |
832
-95
| -10% | -$14.4K | 0.05% | 160 |
|
|
2017
Q4 | $141K | Sell |
927
-45
| -5% | -$6.85K | 0.06% | 131 |
|
|
2017
Q3 | $144K | Hold |
972
| – | – | 0.07% | 120 |
|
|
2017
Q2 | $137K | Buy |
+972
| New | +$137K | 0.06% | 144 |
|