DFPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.51M | Buy |
7,771
+3,726
| +92% | +$724K | 0.12% | 175 |
|
|
2023
Q3 | $677K | Sell |
4,045
-536
| -12% | -$89.7K | 0.06% | 285 |
|
|
2023
Q2 | $902K | Sell |
4,581
-1,783
| -28% | -$351K | 0.08% | 250 |
|
|
2023
Q1 | $1.14M | Buy |
6,364
+3,362
| +112% | +$600K | 0.12% | 176 |
|
|
2022
Q4 | $549K | Buy |
+3,002
| New | +$549K | 0.09% | 240 |
|