Price Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.33M | Sell |
22,246
-2,159
| -9% | -$323K | 0.93% | 21 |
|
|
2020
Q2 | $3.49M | Sell |
24,405
-2,138
| -8% | -$306K | 1.03% | 21 |
|
|
2020
Q1 | $3.04M | Sell |
26,543
-30,296
| -53% | -$3.47M | 1.1% | 20 |
|
|
2019
Q4 | $9.42M | Buy |
56,839
+191
| +0.3% | +$31.6K | 2.93% | 10 |
|
|
2019
Q3 | $8.57M | Hold |
56,648
| – | – | 2.8% | 10 |
|
|
2019
Q2 | $8.81M | Buy |
56,648
+552
| +1% | +$85.8K | 2.85% | 9 |
|
|
2019
Q1 | $8.59M | Sell |
56,096
-23
| -0% | -$3.52K | 3.3% | 8 |
|
|
2018
Q4 | $7.51M | Buy |
56,119
+55,305
| +6,794% | +$7.41M | 3.16% | 8 |
|
|
2018
Q3 | $137K | Buy |
814
+2
| +0.2% | +$337 | 0.05% | 62 |
|
|
2018
Q2 | $133K | Buy |
812
+1
| +0.1% | +$164 | 0.05% | 75 |
|
|
2018
Q1 | $123K | Buy |
811
+2
| +0.2% | +$303 | 0.07% | 65 |
|
|
2017
Q4 | $123K | Buy |
+809
| New | +$123K | 0.08% | 32 |
|