BWCS
Beirne Wealth Consulting Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,968
| Closed | -$328K | – | 105 |
|
|
2021
Q4 | $328K | Sell |
1,968
-1,305
| -40% | -$218K | 0.18% | 70 |
|
|
2021
Q3 | $524K | Buy |
3,273
+259
| +9% | +$41.5K | 0.3% | 49 |
|
|
2021
Q2 | $500K | Buy |
3,014
+1,389
| +85% | +$230K | 0.27% | 52 |
|
|
2021
Q1 | $259K | Buy |
+1,625
| New | +$259K | 0.15% | 75 |
|