Hedeker Wealth’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
Q4 | – | Sell |
-1,118
| Closed | -$244K | – | 90 |
|
|
2021
Q3 | $244K | Buy |
1,118
+38
| +4% | +$8.29K | 0.08% | 84 |
|
|
2021
Q2 | $247K | Buy |
+1,080
| New | +$247K | 0.08% | 71 |
|
|
2017
Q2 | – | Sell |
-2,606
| Closed | -$358K | – | 88 |
|
|
2017
Q1 | $358K | Sell |
2,606
-149
| -5% | -$20.5K | 0.34% | 81 |
|
|
2016
Q4 | $371K | Buy |
2,755
+2,576
| +1,439% | +$347K | 0.31% | 87 |
|
|
2016
Q3 | $1.44K | Buy |
+179
| New | +$1.44K | 0.07% | 92 |
|
|
2016
Q1 | – | Sell |
-904
| Closed | -$101K | – | 124 |
|
|
2015
Q4 | $101K | Sell |
904
-6,006
| -87% | -$671K | 0.09% | 88 |
|
|
2015
Q3 | $755K | Buy |
+6,910
| New | +$755K | 0.66% | 46 |
|
|
2015
Q1 | – | Sell |
-63
| Closed | -$8K | – | 124 |
|
|
2014
Q4 | $8K | Buy |
+63
| New | +$8K | 0.01% | 121 |
|