OPWM
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Oxinas Partners Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,315
Closed -$3.35M 166
2021
Q3
$3.35M Sell
15,315
-5,311
-26% -$1.16M 1.95% 9
2021
Q2
$4.73M Buy
20,626
+1,262
+7% +$289K 2.71% 9
2021
Q1
$4.28M Buy
+19,364
New +$4.28M 2.72% 10