LWA
LWS Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $369K | Sell |
1,837
-35
| -2% | -$7.03K | 0.14% | 51 |
|
|
2023
Q3 | $331K | Buy |
1,872
+64
| +4% | +$11.3K | 0.14% | 45 |
|
|
2023
Q2 | $339K | Sell |
1,808
-277
| -13% | -$51.9K | 0.14% | 46 |
|
|
2023
Q1 | $372K | Sell |
2,085
-292
| -12% | -$52.1K | 0.15% | 44 |
|
|
2022
Q4 | $415K | Sell |
2,377
-1,635
| -41% | -$285K | 0.17% | 41 |
|
|
2022
Q3 | $662K | Sell |
4,012
-765
| -16% | -$126K | 0.25% | 37 |
|
|
2022
Q2 | $809K | Buy |
+4,777
| New | +$809K | 0.38% | 36 |
|
|
2020
Q1 | – | Sell |
-183
| Closed | -$30K | – | 61 |
|
|
2019
Q4 | $30K | Buy |
+183
| New | +$30K | 0.02% | 72 |
|