Royal Harbor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,332
| Closed | -$5.18M | – | 52 |
|
|
2023
Q3 | $5.18M | Buy |
+29,332
| New | +$5.18M | 2.7% | 12 |
|
|
2023
Q2 | – | Sell |
-11,158
| Closed | -$1.99M | – | 76 |
|
|
2023
Q1 | $1.99M | Sell |
11,158
-11,893
| -52% | -$2.12M | 1.07% | 28 |
|
|
2022
Q4 | $4.02M | Buy |
23,051
+9,972
| +76% | +$1.74M | 2.48% | 11 |
|
|
2022
Q3 | $2.16M | Buy |
+13,079
| New | +$2.16M | 1.47% | 25 |
|
|
2020
Q3 | – | Sell |
-15,731
| Closed | -$2.25M | – | 85 |
|
|
2020
Q2 | $2.25M | Buy |
+15,731
| New | +$2.25M | 2.23% | 9 |
|