Harvest Group Wealth Management’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
Q1 | – | Sell |
-8
| Closed | -$2K | – | 365 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $1K | Sell |
8
-9
| -53% | -$1.13K | ﹤0.01% | 463 |
|
|
2020
Q2 | $2K | Sell |
17
-23
| -58% | -$2.71K | ﹤0.01% | 306 |
|
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 273 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | 0.01% | 321 |
|
|
2019
Q3 | $6K | Buy |
40
+23
| +135% | +$3.45K | 0.01% | 359 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 504 |
|