Mosaic Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $326K | Hold |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $247K | Hold |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $361K | Buy |
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|
2017
Q2 | $143K | Sell |
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|
2017
Q1 | $169K | Buy |
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|
2016
Q4 | $135K | Hold |
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|
2016
Q3 | $124K | Hold |
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|
2016
Q2 | $115K | Hold |
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|
2016
Q1 | $110K | Buy |
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|
2015
Q4 | $56K | Buy |
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