Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-140
| Closed | -$31K | – | 354 |
|
|
2021
Q3 | $31K | Hold |
140
| – | – | 0.02% | 318 |
|
|
2021
Q2 | $32K | Hold |
140
| – | – | 0.02% | 387 |
|
|
2021
Q1 | $30K | Hold |
140
| – | – | 0.02% | 382 |
|
|
2020
Q4 | $27K | Hold |
140
| – | – | 0.02% | 399 |
|
|
2020
Q3 | $20K | Hold |
140
| – | – | 0.02% | 448 |
|
|
2020
Q2 | $22K | Sell |
140
-308
| -69% | -$48.4K | 0.02% | 445 |
|
|
2020
Q1 | $51K | Sell |
448
-142
| -24% | -$16.2K | 0.05% | 274 |
|
|
2019
Q4 | $98K | Buy |
+590
| New | +$98K | 0.08% | 216 |
|