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Birch Grove Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Hold
0
2
2024
Q2
Hold
0
3
2023
Q1
Hold
0
20
2022
Q4
Hold
0
35
2022
Q3
Hold
0
42
2022
Q2
Hold
0
40
2022
Q1
Hold
0
40
2021
Q4
Sell
-12,000
Closed -$2.63M 48
2021
Q3
$2.63M Buy
+12,000
New +$2.63M 1.24% 25
2021
Q2
Hold
0
45
2021
Q1
Hold
0
48
2020
Q4
Hold
0
45
2018
Q2
Hold
0
21
2018
Q1
Hold
0
22