Landsberg Bennett & Dubbaneh’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
Q3 | $2.96M | Buy |
13,315
+11,605
| +679% | +$2.58M | 0.38% | 88 |
|
|
2021
Q2 | $392K | Sell |
1,710
-529
| -24% | -$121K | 0.05% | 195 |
|
|
2021
Q1 | $501K | Buy |
+2,239
| New | +$501K | 0.07% | 162 |
|
|
2020
Q3 | – | Sell |
-4,931
| Closed | -$696K | – | 212 |
|
|
2020
Q2 | $696K | Sell |
4,931
-144
| -3% | -$20.3K | 0.14% | 124 |
|
|
2020
Q1 | $546K | Buy |
+5,075
| New | +$546K | 0.15% | 101 |
|
|
2019
Q1 | – | Sell |
-26,370
| Closed | -$3.53M | – | 221 |
|
|
2018
Q4 | $3.53M | Buy |
+26,370
| New | +$3.53M | 1.36% | 10 |
|