Kelly Financial Services’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 | – | Sell |
-56
| Closed | -$11.3K | – | 433 |
|
|
2024
Q2 | $11.3K | Sell |
56
-7
| -11% | -$1.41K | ﹤0.01% | 415 |
|
|
2024
Q1 | $13.2K | Sell |
63
-51
| -45% | -$10.7K | 0.01% | 380 |
|
|
2023
Q4 | $23K | Buy |
114
+39
| +52% | +$7.86K | 0.01% | 293 |
|
|
2023
Q3 | $13.2K | Sell |
75
-11
| -13% | -$1.94K | 0.01% | 335 |
|
|
2023
Q2 | $16.1K | Buy |
86
+3
| +4% | +$561 | 0.01% | 304 |
|
|
2023
Q1 | $14.7K | Buy |
83
+32
| +63% | +$5.68K | 0.01% | 304 |
|
|
2022
Q4 | $8.96K | Buy |
51
+1
| +2% | +$176 | ﹤0.01% | 343 |
|
|
2022
Q3 | $8.27K | Buy |
50
+1
| +2% | +$165 | ﹤0.01% | 342 |
|
|
2022
Q2 | $8.28K | Sell |
49
-17
| -26% | -$2.87K | ﹤0.01% | 345 |
|
|
2022
Q1 | $13.5K | Hold |
66
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $14.6K | Buy |
66
+1
| +2% | +$221 | 0.01% | 301 |
|
|
2021
Q3 | $14.3K | Sell |
65
-14,884
| -100% | -$3.27M | 0.01% | 288 |
|
|
2021
Q2 | $65K | Buy |
14,949
+14,889
| +24,815% | +$64.7K | ﹤0.01% | 427 |
|
|
2021
Q1 | $13.3K | Buy |
60
+7
| +13% | +$1.55K | 0.01% | 262 |
|
|
2020
Q4 | $10.4K | Buy |
+53
| New | +$10.4K | 0.01% | 267 |
|