Carolina Wealth Advisors’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 |
-27
| Closed | -$6K | – | 249 |
|
|
2022
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 163 |
|
|
2022
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $7K | Hold |
27
| – | – | ﹤0.01% | 196 |
|
|
2021
Q4 | $8K | Hold |
27
| – | – | ﹤0.01% | 194 |
|
|
2021
Q3 | $8K | Hold |
27
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $8K | Hold |
27
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $8K | Hold |
27
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $8K | Buy |
+27
| New | +$8K | 0.01% | 155 |
|