PWS
Private Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-998
| Closed | -$222K | – | 81 |
|
|
2021
Q4 | $222K | Buy |
+998
| New | +$222K | 0.05% | 69 |
|
|
2020
Q3 | – | Sell |
-1,758
| Closed | -$252K | – | 72 |
|
|
2020
Q2 | $252K | Sell |
1,758
-807
| -31% | -$116K | 0.11% | 57 |
|
|
2020
Q1 | $292K | Sell |
2,565
-90
| -3% | -$10.2K | 0.15% | 54 |
|
|
2019
Q4 | $440K | Buy |
+2,655
| New | +$440K | 0.18% | 51 |
|