New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.71M | Sell |
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|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $5.22M | Sell |
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|
2022
Q1 | $7.49M | Buy |
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|
2021
Q4 | $7.64M | Buy |
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|
2021
Q3 | $7.32M | Buy |
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|
2021
Q2 | $7.48M | Buy |
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $5.03M | Buy |
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|
2020
Q3 | $3.45M | Buy |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $811K | Sell |
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|
2019
Q4 | $3.28M | Sell |
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|
2019
Q3 | $4.01M | Sell |
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|
2019
Q2 | $4.64M | Buy |
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|
2019
Q1 | $4.44M | Sell |
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|
2018
Q4 | $4.12M | Buy |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $989K | Buy |
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|
2018
Q1 | $907K | Buy |
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|
2017
Q4 | $902K | Buy |
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