LWP
Laurel Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,234
| Closed | -$220K | – | 57 |
|
|
2023
Q1 | $220K | Hold |
1,234
| – | – | 0.15% | 56 |
|
|
2022
Q4 | $215K | Hold |
1,234
| – | – | 0.14% | 58 |
|
|
2022
Q3 | $204K | Hold |
1,234
| – | – | 0.15% | 54 |
|
|
2022
Q2 | $209K | Hold |
1,234
| – | – | 0.15% | 59 |
|
|
2022
Q1 | $253K | Hold |
1,234
| – | – | 0.17% | 66 |
|
|
2021
Q4 | $275K | Hold |
1,234
| – | – | 0.21% | 60 |
|
|
2021
Q3 | $270K | Buy |
+1,234
| New | +$270K | 0.22% | 53 |
|