Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $13.9K | Hold |
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|
2023
Q4 | $13.2K | Hold |
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|
2023
Q3 | $11.7K | Hold |
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|
2023
Q2 | $12.4K | Hold |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $15K | Sell |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $206K | Buy |
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