Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $9.15M | Buy |
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|
2019
Q3 | $8.31M | Buy |
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|
2019
Q2 | $5.28M | Buy |
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|
2019
Q1 | $5.31M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $209K | Buy |
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