CCA
Checchi Capital Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-989
| Closed | -$201K | – | 586 |
|
2024
Q2 | $201K | Hold |
989
| – | – | 0.01% | 539 |
|
2024
Q1 | $208K | Sell |
989
-67
| -6% | -$14.1K | 0.02% | 540 |
|
2023
Q4 | $212K | Buy |
+1,056
| New | +$212K | 0.02% | 520 |
|
2023
Q3 | – | Sell |
-1,119
| Closed | -$210K | – | 559 |
|
2023
Q2 | $210K | Buy |
+1,119
| New | +$210K | 0.02% | 528 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 404 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 417 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 383 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 379 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 404 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 387 |
|