Prio Wealth Limited Partnership’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $764K | Hold |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $840K | Hold |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $786K | Buy |
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|
2023
Q1 | $717K | Hold |
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|
2022
Q4 | $701K | Sell |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $957K | Hold |
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|
2021
Q3 | $941K | Hold |
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|
2021
Q2 | $986K | Hold |
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|
2021
Q1 | $950K | Buy |
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|
2020
Q4 | $834K | Buy |
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|
2020
Q3 | $620K | Sell |
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|
2020
Q2 | $613K | Hold |
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|
2020
Q1 | $490K | Buy |
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|
2019
Q4 | $697K | Hold |
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|
2019
Q3 | $637K | Sell |
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|
2019
Q2 | $723K | Buy |
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|
2019
Q1 | $641K | Buy |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $661K | Hold |
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|
2018
Q2 | $642K | Hold |
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|
2018
Q1 | $596K | Hold |
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|
2017
Q4 | $598K | Hold |
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|
2017
Q3 | $581K | Sell |
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|
2017
Q2 | $556K | Hold |
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|
2017
Q1 | $543K | Hold |
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|
2016
Q4 | $532K | Buy |
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|
2016
Q3 | $409K | Hold |
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|
2016
Q2 | $378K | Buy |
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|
2016
Q1 | $342K | Hold |
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|
2015
Q4 | $349K | Buy |
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