Beach Investment Counsel’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
2024
Q4
Sell
-350
Closed -$77K 166
2024
Q3
$77K Hold
350
0.01% 166
2024
Q2
$71K Buy
+350
New +$71K 0.01% 164