SPWG
Sage Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-92
| Closed | -$15K | – | 121 |
|
|
2022
Q3 | $15K | Hold |
92
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $16K | Hold |
92
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $19K | Sell |
92
-59
| -39% | -$12.2K | 0.02% | 122 |
|
|
2021
Q4 | $33K | Hold |
151
| – | – | 0.04% | 98 |
|
|
2021
Q3 | $33K | Buy |
151
+59
| +64% | +$12.9K | 0.05% | 97 |
|
|
2021
Q2 | $21K | Hold |
92
| – | – | 0.03% | 111 |
|
|
2021
Q1 | $20K | Hold |
92
| – | – | 0.03% | 118 |
|
|
2020
Q4 | $18K | Buy |
+92
| New | +$18K | 0.05% | 109 |
|