Legend Financial Advisors’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
Q4 | – | Sell |
-23
| Closed | -$5.08K | – | 272 |
|
|
2024
Q3 | $5.08K | Sell |
23
-199
| -90% | -$44K | ﹤0.01% | 127 |
|
|
2024
Q2 | $45K | Hold |
222
| – | – | 0.03% | 64 |
|
|
2024
Q1 | $46.7K | Hold |
222
| – | – | 0.03% | 58 |
|
|
2023
Q4 | $44.6K | Hold |
222
| – | – | 0.04% | 58 |
|
|
2023
Q3 | $39.2K | Hold |
222
| – | – | 0.03% | 69 |
|
|
2023
Q2 | $41.6K | Hold |
222
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $39.6K | Hold |
222
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $38.7K | Hold |
222
| – | – | 0.03% | 78 |
|
|
2022
Q3 | $36.6K | Buy |
+222
| New | +$36.6K | 0.03% | 73 |
|