Capital Asset Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-73
| Closed | -$15K | – | 437 |
|
|
2022
Q3 | $15K | Hold |
73
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $15K | Hold |
73
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $19K | Hold |
73
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $21K | Hold |
73
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $21K | Sell |
73
-60
| -45% | -$17.3K | ﹤0.01% | 551 |
|
|
2021
Q2 | $41K | Hold |
133
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $40K | Buy |
133
+18
| +16% | +$5.41K | 0.01% | 520 |
|
|
2020
Q4 | $33K | Hold |
115
| – | – | 0.01% | 715 |
|
|
2020
Q3 | $25K | Hold |
115
| – | – | 0.01% | 416 |
|
|
2020
Q2 | $26K | Hold |
115
| – | – | 0.01% | 437 |
|
|
2020
Q1 | $21K | Sell |
115
-151
| -57% | -$27.6K | 0.01% | 402 |
|
|
2019
Q4 | $59K | Buy |
+266
| New | +$59K | 0.01% | 423 |
|