Lehman & Derafelo Financial Resources’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-95
| Closed | -$12K | – | 147 |
|
|
2022
Q3 | $12K | Hold |
95
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $13K | Buy |
+95
| New | +$13K | ﹤0.01% | 164 |
|
|
2021
Q4 | – | Sell |
-195
| Closed | -$31K | – | 147 |
|
|
2021
Q3 | $31K | Hold |
195
| – | – | 0.01% | 142 |
|
|
2021
Q2 | $32K | Hold |
195
| – | – | 0.01% | 164 |
|
|
2021
Q1 | $31K | Hold |
195
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $26K | Hold |
195
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $19K | Hold |
195
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $19K | Hold |
195
| – | – | 0.01% | 155 |
|
|
2020
Q1 | $16K | Hold |
195
| – | – | 0.01% | 146 |
|
|
2019
Q4 | $25K | Hold |
195
| – | – | 0.01% | 152 |
|
|
2019
Q3 | $23K | Hold |
195
| – | – | 0.01% | 144 |
|
|
2019
Q2 | $24K | Hold |
195
| – | – | 0.01% | 139 |
|
|
2019
Q1 | $23K | Hold |
195
| – | – | 0.01% | 141 |
|
|
2018
Q4 | $21K | Buy |
+195
| New | +$21K | 0.01% | 133 |
|