Lee Capital Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 70 |
|
|
2019
Q1 | – | Sell |
-2,949
| Closed | -$395K | – | 54 |
|
|
2018
Q4 | $395K | Buy |
2,949
+1,702
| +136% | +$228K | 0.59% | 37 |
|
|
2018
Q3 | $210K | Sell |
1,247
-298
| -19% | -$50.2K | 0.15% | 81 |
|
|
2018
Q2 | $253K | Buy |
+1,545
| New | +$253K | 0.18% | 74 |
|