CAZ Investments’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
Q1 | – | Sell |
-12,000
| Closed | -$2.41M | – | 38 |
|
|
2023
Q4 | $2.41M | Buy |
+12,000
| New | +$2.41M | 3.22% | 6 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 33 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 31 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 29 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 30 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 30 |
|
|
2015
Q3 | – | Sell |
-2,800
| Closed | -$350K | – | 68 |
|
|
2015
Q2 | $350K | Hold |
2,800
| – | – | 0.18% | 84 |
|
|
2015
Q1 | $348K | Hold |
2,800
| – | – | 0.25% | 91 |
|
|
2014
Q4 | $335K | Buy |
+2,800
| New | +$335K | 0.24% | 101 |
|