Endurance Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $145K | Buy |
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|
2023
Q1 | $137K | Buy |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $175K | Hold |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $194K | Hold |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $63K | Hold |
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|
2019
Q2 | $65K | Buy |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $56K | Hold |
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|
2018
Q3 | $70K | Hold |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $63K | Hold |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $59K | Hold |
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|
2017
Q1 | $57K | Sell |
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|
2016
Q4 | $57K | Buy |
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|
2016
Q3 | $50K | Sell |
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|
2016
Q2 | $51K | Buy |
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|
2016
Q1 | $44 | Buy |
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|
2015
Q4 | $43K | Buy |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $28K | Buy |
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