Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15
| Closed | -$3K | – | 657 |
|
|
2021
Q4 | $3K | Sell |
15
-6
| -29% | -$1.2K | ﹤0.01% | 550 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $5K | Sell |
21
-12
| -36% | -$2.86K | ﹤0.01% | 511 |
|
|
2021
Q1 | $7K | Buy |
33
+12
| +57% | +$2.55K | ﹤0.01% | 452 |
|
|
2020
Q4 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 466 |
|