LWP
Legacy Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $326K | Buy |
6,489
+5,232
| +416% | +$263K | 0.54% | 46 |
|
|
2022
Q2 | $213K | Buy |
1,257
+151
| +14% | +$25.6K | 0.31% | 84 |
|
|
2022
Q1 | $227K | Buy |
1,106
+75
| +7% | +$15.4K | 0.27% | 83 |
|
|
2021
Q4 | $229K | Sell |
1,031
-66
| -6% | -$14.7K | 0.26% | 82 |
|
|
2021
Q3 | $240K | Hold |
1,097
| – | – | 0.27% | 84 |
|
|
2021
Q2 | $252K | Buy |
1,097
+10
| +0.9% | +$2.3K | 0.29% | 77 |
|
|
2021
Q1 | $240K | Sell |
1,087
-222
| -17% | -$49K | 0.31% | 73 |
|
|
2020
Q4 | $257K | Buy |
+1,309
| New | +$257K | 0.33% | 62 |
|
|
2020
Q2 | – | Sell |
-2,437
| Closed | -$279K | – | 83 |
|
|
2020
Q1 | $279K | Sell |
2,437
-5,336
| -69% | -$611K | 0.45% | 48 |
|
|
2019
Q4 | $1.29M | Buy |
+7,773
| New | +$1.29M | 1.46% | 16 |
|