BlueSky Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,263
| Closed | -$248K | – | 60 |
|
|
2020
Q4 | $248K | Buy |
1,263
+4
| +0.3% | +$785 | 0.06% | 47 |
|
|
2020
Q3 | $205K | Sell |
1,259
-324
| -20% | -$52.8K | 0.05% | 49 |
|
|
2020
Q2 | $227K | Buy |
+1,583
| New | +$227K | 0.06% | 48 |
|
|
2020
Q1 | – | Sell |
-1,898
| Closed | -$314K | – | 58 |
|
|
2019
Q4 | $314K | Sell |
1,898
-20
| -1% | -$3.31K | 0.1% | 52 |
|
|
2019
Q3 | $282K | Sell |
1,918
-599
| -24% | -$88.1K | 0.1% | 54 |
|
|
2019
Q2 | $391K | Buy |
2,517
+1,165
| +86% | +$181K | 0.14% | 51 |
|
|
2019
Q1 | $210K | Buy |
+1,352
| New | +$210K | 0.08% | 56 |
|
|
2018
Q4 | – | Sell |
-1,456
| Closed | -$234K | – | 61 |
|
|
2018
Q3 | $234K | Buy |
1,456
+5
| +0.3% | +$804 | 0.09% | 53 |
|
|
2018
Q2 | $238K | Buy |
1,451
+15
| +1% | +$2.46K | 0.09% | 53 |
|
|
2018
Q1 | $218K | Hold |
1,436
| – | – | 0.08% | 53 |
|
|
2017
Q4 | $219K | Hold |
1,436
| – | – | 0.09% | 52 |
|
|
2017
Q3 | $213K | Buy |
+1,436
| New | +$213K | 0.09% | 53 |
|