Lenox Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 485 |
|
|
2019
Q1 | – | Sell |
-217
| Closed | -$36K | – | 616 |
|
|
2018
Q4 | $36K | Buy |
217
+34
| +19% | +$5.64K | 0.01% | 148 |
|
|
2018
Q3 | $39K | Buy |
+183
| New | +$39K | 0.01% | 158 |
|
|
2018
Q1 | – | Sell |
-26
| Closed | -$5K | – | 554 |
|
|
2017
Q4 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 223 |
|