Clear Perspective Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1.04M Buy
2021
Q3
$954K Buy
2021
Q2
$906K Buy
2018
Q3
Sell
2018
Q2
$55K Sell
2018
Q1
$99K Buy
2017
Q4
$87K Buy
2017
Q3
$37K Hold
2017
Q2
$35K Hold
2017
Q1
$34K Hold
2016
Q4
$34K Buy