GYL Financial Synergies’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
Q3 | $1.53M | Buy |
6,908
+2
| +0% | +$442 | 0.11% | 154 |
|
|
2024
Q2 | $1.4M | Sell |
6,906
-150
| -2% | -$30.4K | 0.11% | 160 |
|
|
2024
Q1 | $1.48M | Sell |
7,056
-20
| -0.3% | -$4.21K | 0.12% | 152 |
|
|
2023
Q4 | $1.42M | Buy |
7,076
+46
| +0.7% | +$9.23K | 0.12% | 154 |
|
|
2023
Q3 | $1.24M | Sell |
7,030
-100
| -1% | -$17.7K | 0.12% | 156 |
|
|
2023
Q2 | $1.34M | Buy |
7,130
+52
| +0.7% | +$9.74K | 0.12% | 152 |
|
|
2023
Q1 | $1.26M | Buy |
7,078
+2,615
| +59% | +$467K | 0.15% | 108 |
|
|
2022
Q4 | $778K | Sell |
4,463
-45
| -1% | -$7.85K | 0.17% | 84 |
|
|
2022
Q3 | $743K | Sell |
4,508
-244
| -5% | -$40.2K | 0.2% | 72 |
|
|
2022
Q2 | $805K | Buy |
4,752
+607
| +15% | +$103K | 0.22% | 65 |
|
|
2022
Q1 | $851K | Sell |
4,145
-118
| -3% | -$24.2K | 0.2% | 65 |
|
|
2021
Q4 | $948K | Hold |
4,263
| – | – | 0.26% | 66 |
|
|
2021
Q3 | $933K | Sell |
4,263
-167
| -4% | -$36.6K | 0.48% | 47 |
|
|
2021
Q2 | $1.02M | Buy |
4,430
+40
| +0.9% | +$9.17K | 0.52% | 41 |
|
|
2021
Q1 | $970K | Buy |
4,390
+22
| +0.5% | +$4.86K | 0.53% | 39 |
|
|
2020
Q4 | $856K | Sell |
4,368
-70
| -2% | -$13.7K | 0.49% | 45 |
|
|
2020
Q3 | $665K | Sell |
4,438
-53
| -1% | -$7.94K | 0.44% | 55 |
|
|
2020
Q2 | $643K | Sell |
4,491
-42
| -0.9% | -$6.01K | 0.47% | 51 |
|
|
2020
Q1 | $519K | Sell |
4,533
-55
| -1% | -$6.3K | 0.33% | 59 |
|
|
2019
Q4 | $760K | Sell |
4,588
-275
| -6% | -$45.6K | 0.34% | 53 |
|
|
2019
Q3 | $736K | Sell |
4,863
-185
| -4% | -$28K | 0.37% | 53 |
|
|
2019
Q2 | $785K | Hold |
5,048
| – | – | 0.42% | 50 |
|
|
2019
Q1 | $773K | Buy |
5,048
+350
| +7% | +$53.6K | 0.43% | 50 |
|
|
2018
Q4 | $629K | Buy |
+4,698
| New | +$629K | 0.46% | 45 |
|