Foster Dykema Cabot & Co’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
Q3 | $364K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $715K | Hold |
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|
2021
Q1 | $689K | Sell |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $477K | Sell |
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|
2019
Q3 | $634K | Sell |
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|
2019
Q2 | $663K | Buy |
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|
2019
Q1 | $650K | Buy |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $570K | Sell |
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|
2018
Q2 | $720K | Hold |
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|
2018
Q1 | $666K | Sell |
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|
2017
Q4 | $671K | Sell |
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|
2017
Q3 | $676K | Sell |
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|
2017
Q2 | $1.54M | Sell |
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|
2017
Q1 | $1.68M | Hold |
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|
2016
Q4 | $1.64M | Sell |
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|
2016
Q3 | $1.54M | Buy |
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|
2016
Q2 | $473K | Sell |
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|
2016
Q1 | $505K | Hold |
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|
2015
Q4 | $514K | Hold |
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|
2015
Q3 | $498K | Buy |
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|
2015
Q2 | $236K | Sell |
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|
2015
Q1 | $249K | Hold |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $219K | Sell |
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|
2014
Q2 | $328K | Buy |
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