Concentric Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $788K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $725K | Sell |
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|
2021
Q3 | $744K | Sell |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $738K | Sell |
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|
2020
Q4 | $781K | Buy |
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|
2020
Q3 | $559K | Buy |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $534K | Buy |
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|
2019
Q3 | $487K | Buy |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $492K | Buy |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $520K | Buy |
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|
2018
Q2 | $505K | Hold |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $470K | Sell |
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|
2017
Q3 | $489K | Buy |
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|
2017
Q2 | $464K | Sell |
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|
2017
Q1 | $515K | Buy |
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|
2016
Q4 | $505K | Buy |
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