PYA Waltman Capital’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 |
-65
| Closed | -$11K | – | 126 |
|
|
2022
Q3 | $11K | Hold |
65
| – | – | 0.01% | 137 |
|
|
2022
Q2 | $11K | Hold |
65
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $13K | Hold |
65
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $14K | Buy |
+65
| New | +$14K | 0.01% | 134 |
|
|
2021
Q2 | – | Sell |
-65
| Closed | -$14K | – | 44 |
|
|
2021
Q1 | $14K | Buy |
+65
| New | +$14K | 0.01% | 46 |
|