LAS
Lloyd Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.27M | Buy |
35,957
+488
| +1% | +$85.1K | 4.36% | 6 |
|
|
2022
Q3 | $5.85M | Buy |
35,469
+1,385
| +4% | +$228K | 4.27% | 6 |
|
|
2022
Q2 | $5.77M | Buy |
34,084
+1,275
| +4% | +$216K | 4.49% | 4 |
|
|
2022
Q1 | $6.73M | Buy |
32,809
+22,594
| +221% | +$4.64M | 3.14% | 6 |
|
|
2021
Q4 | $2.27M | Buy |
10,215
+9,041
| +770% | +$2.01M | 1.05% | 25 |
|
|
2021
Q3 | $257K | Sell |
1,174
-65
| -5% | -$14.2K | 0.13% | 64 |
|
|
2021
Q2 | $284K | Buy |
1,239
+629
| +103% | +$144K | 0.14% | 58 |
|
|
2021
Q1 | $135K | Sell |
610
-45,833
| -99% | -$10.1M | 0.07% | 88 |
|
|
2020
Q4 | $9.11M | Buy |
46,443
+13,586
| +41% | +$2.66M | 4.98% | 6 |
|
|
2020
Q3 | $4.93M | Buy |
32,857
+220
| +0.7% | +$33K | 2.99% | 9 |
|
|
2020
Q2 | $4.67M | Buy |
32,637
+8,054
| +33% | +$1.15M | 2.94% | 10 |
|
|
2020
Q1 | $2.81M | Sell |
24,583
-375
| -2% | -$42.9K | 2.08% | 10 |
|
|
2019
Q4 | $4.14M | Buy |
+24,958
| New | +$4.14M | 3.76% | 8 |
|