Life Planning Partners’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
Q1 | – | Sell |
-5
| Closed | -$1K | – | 148 |
|
|
2023
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 237 |
|
|
2022
Q3 | $825 | Hold |
5
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 170 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 173 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 159 |
|