Lee Financial’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
Q2 | – | Sell |
-1,200
| Closed | -$252K | – | 155 |
|
|
2024
Q1 | $252K | Hold |
1,200
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $241K | Buy |
+1,200
| New | +$241K | 0.04% | 133 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$13K | – | 862 |
|
|
2021
Q4 | $13K | Buy |
60
+1
| +2% | +$217 | ﹤0.01% | 442 |
|
|
2021
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $14K | Hold |
59
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $13K | Buy |
59
+54
| +1,080% | +$11.9K | ﹤0.01% | 361 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-111
| Closed | -$18K | – | 493 |
|
|
2019
Q4 | $18K | Hold |
111
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $17K | Hold |
111
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $17K | Hold |
111
| – | – | ﹤0.01% | 277 |
|
|
2019
Q1 | $17K | Hold |
111
| – | – | ﹤0.01% | 269 |
|
|
2018
Q4 | $15K | Hold |
111
| – | – | ﹤0.01% | 242 |
|
|
2018
Q3 | $19K | Sell |
111
-2,713
| -96% | -$464K | ﹤0.01% | 254 |
|
|
2018
Q2 | $462K | Buy |
2,824
+2,713
| +2,444% | +$444K | 0.11% | 86 |
|
|
2018
Q1 | $17K | Buy |
+111
| New | +$17K | ﹤0.01% | 377 |
|
|
2017
Q2 | – | Sell |
-1,515
| Closed | -$208K | – | 508 |
|
|
2017
Q1 | $208K | Hold |
1,515
| – | – | 0.08% | 107 |
|
|
2016
Q4 | $175K | Buy |
+1,515
| New | +$175K | 0.1% | 107 |
|