First National Bank of South Miami’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 | $331K | Buy |
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2023
Q1 | $314K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $198K | Sell |
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|
2020
Q3 | $171K | Buy |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $45K | Buy |
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