FWM
Finer Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,901
| Closed | -$356K | – | 82 |
|
|
2023
Q2 | $356K | Buy |
1,901
+5
| +0.3% | +$936 | 0.28% | 60 |
|
|
2023
Q1 | $338K | Hold |
1,896
| – | – | 0.29% | 65 |
|
|
2022
Q4 | $331K | Sell |
1,896
-109
| -5% | -$19K | 0.31% | 62 |
|
|
2022
Q3 | $331K | Hold |
2,005
| – | – | 0.33% | 63 |
|
|
2022
Q2 | $340K | Sell |
2,005
-50
| -2% | -$8.48K | 0.31% | 63 |
|
|
2022
Q1 | $422K | Sell |
2,055
-155
| -7% | -$31.8K | 0.34% | 57 |
|
|
2021
Q4 | $492K | Buy |
+2,210
| New | +$492K | 0.41% | 52 |
|