BCM
BluePath Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,721
| Closed | -$349K | – | 110 |
|
|
2024
Q2 | $349K | Sell |
1,721
-211
| -11% | -$42.8K | 0.24% | 88 |
|
|
2024
Q1 | $406K | Sell |
1,932
-130
| -6% | -$27.3K | 0.31% | 89 |
|
|
2023
Q4 | $402K | Buy |
2,062
+1,615
| +361% | +$315K | 0.34% | 67 |
|
|
2023
Q3 | $79K | Buy |
+447
| New | +$79K | 0.07% | 161 |
|