Blue Chip Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,509
| Closed | -$250K | – | 97 |
|
|
2019
Q4 | $250K | Buy |
1,509
+6
| +0.4% | +$994 | 0.23% | 88 |
|
|
2019
Q3 | $227K | Hold |
1,503
| – | – | 0.24% | 92 |
|
|
2019
Q2 | $234K | Buy |
1,503
+3
| +0.2% | +$467 | 0.25% | 89 |
|
|
2019
Q1 | $230K | Sell |
1,500
-268
| -15% | -$41.1K | 0.26% | 86 |
|
|
2018
Q4 | $237K | Buy |
1,768
+262
| +17% | +$35.1K | 0.31% | 77 |
|
|
2018
Q3 | $254K | Buy |
1,506
+3
| +0.2% | +$506 | 0.26% | 85 |
|
|
2018
Q2 | $246K | Buy |
+1,503
| New | +$246K | 0.27% | 90 |
|