O'Dell Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-311
| Closed | -$62.5K | – | 287 |
|
|
2023
Q4 | $62.5K | Buy |
+311
| New | +$62.5K | 0.02% | 182 |
|
|
2023
Q3 | – | Sell |
-309
| Closed | -$57.9K | – | 274 |
|
|
2023
Q2 | $57.9K | Buy |
+309
| New | +$57.9K | 0.02% | 177 |
|
|
2022
Q4 | – | Sell |
-281
| Closed | -$46K | – | 240 |
|
|
2022
Q3 | $46K | Sell |
281
-17
| -6% | -$2.78K | 0.02% | 152 |
|
|
2022
Q2 | $50K | Buy |
298
+14
| +5% | +$2.35K | 0.02% | 152 |
|
|
2022
Q1 | $58K | Hold |
284
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $63K | Hold |
284
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $62K | Buy |
+284
| New | +$62K | 0.02% | 144 |
|