Relative Value Partners Group’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
Q2 | $646K | Buy |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $400K | Hold |
|
|||||
|
2023
Q3 | $353K | Sell |
|
|||||
|
2023
Q2 | $491K | Buy |
|
|||||
|
2023
Q1 | $356K | Hold |
|
|||||
|
2022
Q4 | $348K | Sell |
|
|||||
|
2022
Q3 | $357K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $420K | Buy |
|
|||||
|
2021
Q4 | $444K | Hold |
|
|||||
|
2021
Q3 | $436K | Hold |
|
|||||
|
2021
Q2 | $458K | Hold |
|
|||||
|
2021
Q1 | $441K | Hold |
|
|||||
|
2020
Q4 | $391K | Hold |
|
|||||
|
2020
Q3 | $299K | Hold |
|
|||||
|
2020
Q2 | $286K | Sell |
|
|||||
|
2020
Q1 | $282K | Sell |
|
|||||
|
2019
Q4 | $486K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $220K | Buy |
|