BWA
BDO Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $38.7K | Buy |
275
+1
| +0.4% | +$141 | ﹤0.01% | 476 |
|
|
2023
Q1 | $37.6K | Buy |
274
+32
| +13% | +$4.39K | ﹤0.01% | 470 |
|
|
2022
Q4 | $33.5K | Sell |
242
-149
| -38% | -$20.6K | ﹤0.01% | 476 |
|
|
2022
Q3 | $50K | Buy |
391
+1
| +0.3% | +$128 | 0.01% | 400 |
|
|
2022
Q2 | $53K | Hold |
390
| – | – | 0.01% | 400 |
|
|
2022
Q1 | $63K | Buy |
390
+11
| +3% | +$1.78K | 0.01% | 392 |
|
|
2021
Q4 | $63K | Sell |
379
-12
| -3% | -$2K | 0.01% | 411 |
|
|
2021
Q3 | $63K | Hold |
391
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $65K | Buy |
391
+12
| +3% | +$2K | 0.01% | 422 |
|
|
2021
Q1 | $60K | Sell |
379
-30
| -7% | -$4.75K | 0.01% | 423 |
|
|
2020
Q4 | $54K | Buy |
409
+30
| +8% | +$3.96K | 0.01% | 344 |
|
|
2020
Q3 | $38K | Sell |
379
-131
| -26% | -$13.1K | 0.01% | 362 |
|
|
2020
Q2 | $50K | Sell |
510
-298
| -37% | -$29.2K | 0.01% | 329 |
|
|
2020
Q1 | $66K | Buy |
808
+95
| +13% | +$7.76K | 0.01% | 310 |
|
|
2019
Q4 | $92K | Hold |
713
| – | – | 0.02% | 253 |
|
|
2019
Q3 | $85K | Sell |
713
-100
| -12% | -$11.9K | 0.02% | 265 |
|
|
2019
Q2 | $98K | Hold |
813
| – | – | 0.03% | 248 |
|
|
2019
Q1 | $97K | Hold |
813
| – | – | 0.03% | 224 |
|
|
2018
Q4 | $87K | Sell |
813
-15
| -2% | -$1.61K | 0.03% | 217 |
|
|
2018
Q3 | $110K | Hold |
828
| – | – | 0.04% | 211 |
|
|
2018
Q2 | $109K | Buy |
828
+289
| +54% | +$38K | 0.04% | 209 |
|
|
2018
Q1 | $66K | Hold |
539
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $68K | Sell |
539
-34
| -6% | -$4.29K | 0.03% | 186 |
|
|
2017
Q3 | $71K | Sell |
573
-65
| -10% | -$8.05K | 0.04% | 161 |
|
|
2017
Q2 | $76K | Buy |
+638
| New | +$76K | 0.03% | 193 |
|