Melone Private Wealth’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
Q1 | – | Sell |
-1,989
| Closed | -$347K | – | 53 |
|
|
2022
Q4 | $347K | Sell |
1,989
-809
| -29% | -$141K | 0.29% | 48 |
|
|
2022
Q3 | $486K | Sell |
2,798
-27
| -1% | -$4.69K | 0.42% | 42 |
|
|
2022
Q2 | $496K | Buy |
2,825
+16
| +0.6% | +$2.81K | 0.42% | 42 |
|
|
2022
Q1 | $535K | Sell |
2,809
-2,005
| -42% | -$382K | 0.44% | 44 |
|
|
2021
Q4 | $1.07M | Buy |
+4,814
| New | +$1.07M | 0.81% | 34 |
|