LPWM
Lake Point Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $118K | Hold |
698
| – | – | 0.07% | 40 |
|
|
2022
Q1 | $143K | Hold |
698
| – | – | 0.07% | 34 |
|
|
2021
Q4 | $155K | Hold |
698
| – | – | 0.07% | 36 |
|
|
2021
Q3 | $153K | Hold |
698
| – | – | 0.07% | 34 |
|
|
2021
Q2 | $160K | Buy |
+698
| New | +$160K | 0.07% | 33 |
|
|
2020
Q1 | $80K | Sell |
698
-65
| -9% | -$7.45K | 0.07% | 31 |
|
|
2019
Q4 | $126K | Buy |
+763
| New | +$126K | 0.04% | 65 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$2K | – | 770 |
|
|
2018
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 678 |
|