Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$3K | – | 1165 |
|
|
2022
Q3 | $3K | Sell |
20
-43
| -68% | -$6.45K | ﹤0.01% | 668 |
|
|
2022
Q2 | $11K | Buy |
63
+43
| +215% | +$7.51K | ﹤0.01% | 421 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 685 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 665 |
|