Carmel Capital Partners’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
2023
Q4
Sell
-4,577
Closed -$809K 424
2023
Q3
$809K Buy
+4,577
New +$809K 0.36% 62