CFAM
Coury Firm Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
1,635
+106
| +7% | +$18.7K | 0.46% | 32 |
|
|
2023
Q2 | $286K | Sell |
1,529
-707
| -32% | -$132K | 0.41% | 41 |
|
|
2023
Q1 | $399K | Buy |
2,236
+2
| +0.1% | +$357 | 0.56% | 31 |
|
|
2022
Q4 | $390K | Buy |
2,234
+6
| +0.3% | +$1.05K | 0.58% | 27 |
|
|
2022
Q3 | $367K | Hold |
2,228
| – | – | 0.55% | 26 |
|
|
2022
Q2 | $377K | Sell |
2,228
-763
| -26% | -$129K | 0.5% | 29 |
|
|
2022
Q1 | $614K | Sell |
2,991
-397
| -12% | -$81.5K | 0.53% | 24 |
|
|
2021
Q4 | $754K | Buy |
+3,388
| New | +$754K | 0.57% | 26 |
|