LFA
Legacy Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,456
| Closed | -$220K | – | 116 |
|
|
2019
Q3 | $220K | Buy |
1,456
+16
| +1% | +$2.42K | 0.07% | 108 |
|
|
2019
Q2 | $224K | Hold |
1,440
| – | – | 0.08% | 104 |
|
|
2019
Q1 | $220K | Hold |
1,440
| – | – | 0.07% | 103 |
|
|
2018
Q4 | $193K | Hold |
1,440
| – | – | 0.07% | 102 |
|
|
2018
Q3 | $242K | Hold |
1,440
| – | – | 0.09% | 94 |
|
|
2018
Q2 | $241K | Hold |
1,440
| – | – | 0.09% | 91 |
|
|
2018
Q1 | $220K | Hold |
1,440
| – | – | 0.09% | 105 |
|
|
2017
Q4 | $219K | Buy |
+1,440
| New | +$219K | 0.09% | 107 |
|