LWS
Lucia Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $54K | Hold |
245
| – | – | 0.01% | 157 |
|
|
2020
Q2 | $51K | Hold |
245
| – | – | 0.01% | 155 |
|
|
2020
Q1 | $39K | Hold |
245
| – | – | 0.01% | 173 |
|
|
2019
Q4 | $52K | Hold |
245
| – | – | 0.02% | 154 |
|
|
2019
Q3 | $47K | Sell |
245
-38
| -13% | -$7.29K | 0.02% | 138 |
|
|
2019
Q2 | $57K | Sell |
283
-81
| -22% | -$16.3K | 0.02% | 143 |
|
|
2019
Q1 | $72K | Buy |
364
+3
| +0.8% | +$593 | 0.02% | 148 |
|
|
2018
Q4 | $61K | Buy |
361
+64
| +22% | +$10.8K | 0.03% | 138 |
|
|
2018
Q3 | $64K | Sell |
297
-637
| -68% | -$137K | 0.02% | 179 |
|
|
2018
Q2 | $191K | Buy |
934
+659
| +240% | +$135K | 0.08% | 131 |
|
|
2018
Q1 | $52K | Buy |
+275
| New | +$52K | 0.02% | 143 |
|