Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,633
| Closed | -$335K | – | 156 |
|
|
2022
Q1 | $335K | Buy |
1,633
+75
| +5% | +$15.4K | 0.04% | 124 |
|
|
2021
Q4 | $347K | Buy |
1,558
+599
| +62% | +$133K | 0.04% | 122 |
|
|
2021
Q3 | $210K | Buy |
+959
| New | +$210K | 0.02% | 144 |
|
|
2017
Q2 | – | Sell |
-2,369
| Closed | -$326K | – | 141 |
|
|
2017
Q1 | $326K | Buy |
+2,369
| New | +$326K | 0.06% | 105 |
|