CWP
Corepath Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,039
| Closed | -$251K | – | 35 |
|
|
2023
Q4 | $251K | Buy |
1,039
+95
| +10% | +$22.9K | 0.14% | 38 |
|
|
2023
Q3 | $203K | Buy |
944
+41
| +5% | +$8.83K | 0.12% | 39 |
|
|
2023
Q2 | $226K | Sell |
903
-269
| -23% | -$67.4K | 0.13% | 40 |
|
|
2023
Q1 | $267K | Buy |
+1,172
| New | +$267K | 0.17% | 34 |
|
|
2022
Q1 | – | Sell |
-902
| Closed | -$248K | – | 38 |
|
|
2021
Q4 | $248K | Hold |
902
| – | – | 0.18% | 37 |
|
|
2021
Q3 | $265K | Hold |
902
| – | – | 0.2% | 33 |
|
|
2021
Q2 | $273K | Hold |
902
| – | – | 0.21% | 33 |
|
|
2021
Q1 | $273K | Sell |
902
-130
| -13% | -$39.3K | 0.24% | 33 |
|
|
2020
Q4 | $296K | Buy |
+1,032
| New | +$296K | 0.31% | 30 |
|