Lumbard & Kellner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,120
| Closed | -$1.04M | – | 86 |
|
|
2022
Q2 | $1.04M | Sell |
6,120
-590
| -9% | -$99.9K | 0.53% | 45 |
|
|
2022
Q1 | $1.38M | Hold |
6,710
| – | – | 0.54% | 47 |
|
|
2021
Q4 | $1.35M | Hold |
6,710
| – | – | 0.51% | 48 |
|
|
2021
Q3 | $1.47M | Buy |
+6,710
| New | +$1.47M | 0.58% | 48 |
|
|
2020
Q2 | – | Sell |
-24,555
| Closed | -$2.81M | – | 72 |
|
|
2020
Q1 | $2.81M | Buy |
+24,555
| New | +$2.81M | 1.89% | 17 |
|