Equitec Proprietary Markets’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
Q1 | – | Sell |
-11,000
| Closed | -$2.45M | – | 280 |
|
|
2021
Q4 | $2.45M | Buy |
11,000
+3,312
| +43% | +$737K | 0.33% | 16 |
|
|
2021
Q3 | $1.68M | Buy |
+7,688
| New | +$1.68M | 0.31% | 19 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 220 |
|
|
2020
Q4 | $1.1M | Buy |
+5,601
| New | +$1.1M | 0.29% | 17 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 239 |
|