Colonial River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,433
| Closed | -$294K | – | 210 |
|
|
2022
Q1 | $294K | Buy |
1,433
+1
| +0.1% | +$205 | 0.17% | 150 |
|
|
2021
Q4 | $319K | Buy |
+1,432
| New | +$319K | 0.17% | 147 |
|
|
2021
Q3 | – | Sell |
-1,430
| Closed | -$328K | – | 122 |
|
|
2021
Q2 | $328K | Sell |
1,430
-103
| -7% | -$23.6K | 0.23% | 108 |
|
|
2021
Q1 | $339K | Buy |
1,533
+58
| +4% | +$12.8K | 0.27% | 97 |
|
|
2020
Q4 | $336 | Buy |
+1,475
| New | +$336 | 0.15% | 95 |
|