Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-139
| Closed | -$23K | – | 146 |
|
|
2022
Q3 | $23K | Hold |
139
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $24K | Buy |
+139
| New | +$24K | 0.01% | 149 |
|
|
2021
Q4 | – | Sell |
-139
| Closed | -$30K | – | 146 |
|
|
2021
Q3 | $30K | Hold |
139
| – | – | 0.01% | 144 |
|
|
2021
Q2 | $32K | Hold |
139
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $31K | Buy |
139
+13
| +10% | +$2.9K | 0.01% | 161 |
|
|
2020
Q4 | $25K | Hold |
126
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $19K | Hold |
126
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $18K | Sell |
126
-3
| -2% | -$429 | 0.01% | 161 |
|
|
2020
Q1 | $15K | Hold |
129
| – | – | 0.01% | 149 |
|
|
2019
Q4 | $21K | Hold |
129
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $20K | Buy |
129
+12
| +10% | +$1.86K | 0.01% | 146 |
|
|
2019
Q2 | $18K | Buy |
117
+114
| +3,800% | +$17.5K | 0.01% | 142 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 191 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 178 |
|