Bridgeworth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $787K | Buy |
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|
2021
Q3 | $715K | Sell |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $667K | Sell |
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|
2020
Q4 | $723K | Sell |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $603K | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $723K | Sell |
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|
2019
Q3 | $717K | Sell |
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|
2019
Q2 | $855K | Buy |
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|
2019
Q1 | $824K | Buy |
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|
2018
Q4 | $667K | Sell |
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|
2018
Q3 | $842K | Buy |
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|
2018
Q2 | $855K | Sell |
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|
2018
Q1 | $881K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $887K | Sell |
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|
2017
Q1 | $951K | Sell |
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|
2016
Q4 | $1.05M | Buy |
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