Camelot Portfolios’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
2024
Q3
Sell
-2
Closed -$406 352
2024
Q2
$406 Buy
+2
New +$406 ﹤0.01% 574
2023
Q3
Sell
-7,671
Closed -$1.44M 164
2023
Q2
$1.44M Buy
+7,671
New +$1.44M 0.9% 28
2022
Q1
Sell
-2,043
Closed -$454K 240
2021
Q4
$454K Buy
+2,043
New +$454K 0.18% 158