QWM
QP Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Buy |
+1,225
| New | +$217K | 0.38% | 66 |
|
|
2023
Q1 | – | Sell |
-2,245
| Closed | -$391K | – | 68 |
|
|
2022
Q4 | $391K | Buy |
+2,245
| New | +$391K | 0.61% | 42 |
|
|
2020
Q4 | – | Sell |
-1,400
| Closed | -$210K | – | 72 |
|
|
2020
Q3 | $210K | Sell |
1,400
-100
| -7% | -$15K | 0.27% | 61 |
|
|
2020
Q2 | $215K | Sell |
1,500
-300
| -17% | -$43K | 0.3% | 53 |
|
|
2020
Q1 | $217K | Buy |
1,800
+200
| +13% | +$24.1K | 0.31% | 55 |
|
|
2019
Q4 | $262K | Buy |
+1,600
| New | +$262K | 0.32% | 69 |
|