Perennial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-134
| Closed | -$31K | – | 171 |
|
|
2021
Q2 | $31K | Hold |
134
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $30K | Buy |
134
+65
| +94% | +$14.6K | 0.01% | 177 |
|
|
2020
Q4 | $14K | Buy |
+69
| New | +$14K | ﹤0.01% | 189 |
|
|
2017
Q3 | – | Sell |
-99
| Closed | -$14K | – | 197 |
|
|
2017
Q2 | $14K | Buy |
+99
| New | +$14K | 0.01% | 146 |
|