Lumature Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $82.7K | Hold |
441
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $78.8K | Hold |
441
| – | – | 0.04% | 199 |
|
|
2022
Q4 | $77K | Hold |
441
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $73K | Buy |
441
+2
| +0.5% | +$331 | 0.04% | 204 |
|
|
2022
Q2 | $74K | Buy |
439
+1
| +0.2% | +$169 | 0.03% | 215 |
|
|
2022
Q1 | $90K | Sell |
438
-17
| -4% | -$3.49K | 0.04% | 219 |
|
|
2021
Q4 | $101K | Buy |
455
+19
| +4% | +$4.22K | 0.04% | 178 |
|
|
2021
Q3 | $95K | Buy |
436
+2
| +0.5% | +$436 | 0.04% | 183 |
|
|
2021
Q2 | $100K | Hold |
434
| – | – | 0.04% | 176 |
|
|
2021
Q1 | $96K | Buy |
434
+1
| +0.2% | +$221 | 0.05% | 171 |
|
|
2020
Q4 | $85K | Buy |
+433
| New | +$85K | 0.08% | 139 |
|