Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66,531
| Closed | -$14.7M | – | 80 |
|
|
2021
Q1 | $14.7M | Buy |
+66,531
| New | +$14.7M | 5.92% | 3 |
|
|
2020
Q3 | – | Sell |
-492
| Closed | -$70K | – | 247 |
|
|
2020
Q2 | $70K | Buy |
492
+6
| +1% | +$854 | 0.06% | 92 |
|
|
2020
Q1 | $55K | Sell |
486
-1
| -0.2% | -$113 | 0.06% | 87 |
|
|
2019
Q4 | $80K | Buy |
+487
| New | +$80K | 0.08% | 93 |
|