Harrell Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,369
| Closed | -$4.28M | – | 103 |
|
|
2021
Q1 | $4.28M | Sell |
19,369
-1,893
| -9% | -$418K | 1.51% | 20 |
|
|
2020
Q4 | $4.17M | Sell |
21,262
-1,288
| -6% | -$253K | 1.6% | 19 |
|
|
2020
Q3 | $3.38M | Buy |
22,550
+736
| +3% | +$110K | 1.47% | 25 |
|
|
2020
Q2 | $3.12M | Buy |
21,814
+6,466
| +42% | +$926K | 1.59% | 22 |
|
|
2020
Q1 | $1.76M | Buy |
+15,348
| New | +$1.76M | 0.96% | 40 |
|