PFA
Paradigm Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $236K | Buy |
1,063
+1
| +0.1% | +$222 | 0.05% | 189 |
|
|
2021
Q3 | $232K | Hold |
1,062
| – | – | 0.05% | 187 |
|
|
2021
Q2 | $243K | Sell |
1,062
-81
| -7% | -$18.5K | 0.05% | 186 |
|
|
2021
Q1 | $253K | Hold |
1,143
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $224K | Buy |
+1,143
| New | +$224K | 0.06% | 143 |
|
|
2014
Q2 | – | Sell |
-140
| Closed | -$16K | – | 136 |
|
|
2014
Q1 | $16K | Hold |
140
| – | – | 0.01% | 179 |
|
|
2013
Q4 | $16K | Buy |
+140
| New | +$16K | 0.02% | 196 |
|