CWA
Consilio Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,917
| Closed | -$396K | – | 52 |
|
|
2022
Q3 | $396K | Hold |
1,917
| – | – | 0.31% | 37 |
|
|
2022
Q2 | $395K | Hold |
1,917
| – | – | 0.32% | 31 |
|
|
2022
Q1 | $490K | Sell |
1,917
-7,820
| -80% | -$2M | 0.39% | 31 |
|
|
2021
Q4 | $2.88M | Buy |
+9,737
| New | +$2.88M | 2.23% | 11 |
|