LWS
Lucia Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-355
| Closed | -$59K | – | 199 |
|
|
2019
Q4 | $59K | Hold |
355
| – | – | 0.02% | 150 |
|
|
2019
Q3 | $54K | Sell |
355
-334
| -48% | -$50.8K | 0.02% | 134 |
|
|
2019
Q2 | $107K | Sell |
689
-2,773
| -80% | -$431K | 0.04% | 126 |
|
|
2019
Q1 | $530K | Sell |
3,462
-3,188
| -48% | -$488K | 0.18% | 95 |
|
|
2018
Q4 | $890K | Buy |
6,650
+6,379
| +2,354% | +$854K | 0.42% | 55 |
|
|
2018
Q3 | $46K | Hold |
271
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $44K | Buy |
271
+135
| +99% | +$21.9K | 0.02% | 168 |
|
|
2018
Q1 | $21K | Buy |
+136
| New | +$21K | 0.01% | 169 |
|