Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-588
| Closed | -$133K | – | 643 |
|
|
2021
Q3 | $133K | Buy |
588
+211
| +56% | +$47.7K | 0.05% | 233 |
|
|
2021
Q2 | $87K | Buy |
377
+1
| +0.3% | +$231 | 0.03% | 228 |
|
|
2021
Q1 | $79K | Hold |
376
| – | – | 0.04% | 213 |
|
|
2020
Q4 | $79K | Buy |
376
+209
| +125% | +$43.9K | 0.04% | 211 |
|
|
2020
Q3 | $25K | Buy |
167
+91
| +120% | +$13.6K | 0.01% | 364 |
|
|
2020
Q2 | $11K | Buy |
76
+67
| +744% | +$9.7K | 0.01% | 471 |
|
|
2020
Q1 | $1K | Sell |
9
-25
| -74% | -$2.78K | ﹤0.01% | 810 |
|
|
2019
Q4 | $6K | Buy |
34
+25
| +278% | +$4.41K | ﹤0.01% | 641 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 799 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 828 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 680 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 713 |
|