Lloyd Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.27M | Buy |
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|
2022
Q3 | $5.85M | Buy |
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|
2022
Q2 | $5.77M | Buy |
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|
2022
Q1 | $6.73M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $135K | Sell |
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|
2020
Q4 | $9.11M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $4.67M | Buy |
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|
2020
Q1 | $2.81M | Sell |
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|
2019
Q4 | $4.13M | Buy |
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