Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-66
| Closed | -$13.9K | – | 377 |
|
|
2024
Q1 | $13.9K | Hold |
66
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $13.2K | Hold |
66
| – | – | 0.01% | 266 |
|
|
2023
Q3 | $11.7K | Hold |
66
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $12.4K | Hold |
66
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $12K | Hold |
66
| – | – | 0.01% | 297 |
|
|
2022
Q4 | $12K | Hold |
66
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $11K | Hold |
66
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $11K | Buy |
+66
| New | +$11K | 0.01% | 298 |
|
|
2019
Q2 | – | Sell |
-281
| Closed | -$43K | – | 332 |
|
|
2019
Q1 | $43K | Buy |
+281
| New | +$43K | 0.04% | 120 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$17K | – | 343 |
|
|
2018
Q3 | $17K | Hold |
100
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $16K | Hold |
100
| – | – | 0.01% | 211 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | 0.01% | 241 |
|
|
2017
Q4 | $15K | Sell |
100
-1,450
| -94% | -$218K | 0.01% | 240 |
|
|
2017
Q3 | $230K | Hold |
1,550
| – | – | 0.19% | 73 |
|
|
2017
Q2 | $218K | Buy |
1,550
+50
| +3% | +$7.03K | 0.19% | 70 |
|
|
2017
Q1 | $206K | Buy |
+1,500
| New | +$206K | 0.19% | 77 |
|