Leeward Investments’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,357
| Closed | -$240K | – | 147 |
|
2023
Q3 | $240K | Buy |
+1,357
| New | +$240K | 0.01% | 144 |
|
2023
Q1 | – | Sell |
-1,993
| Closed | -$347K | – | 144 |
|
2022
Q4 | $347K | Buy |
+1,993
| New | +$347K | 0.02% | 141 |
|
2022
Q3 | – | Sell |
-4,267
| Closed | -$723K | – | 145 |
|
2022
Q2 | $723K | Buy |
+4,267
| New | +$723K | 0.03% | 143 |
|