Sandy Cove 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,620
| Closed | -$678K | – | 120 |
|
|
2023
Q2 | $678K | Sell |
3,620
-1,067
| -23% | -$200K | 0.39% | 50 |
|
|
2023
Q1 | $836K | Buy |
+4,687
| New | +$836K | 0.61% | 37 |
|
|
2022
Q2 | – | Sell |
-255
| Closed | -$52K | – | 234 |
|
|
2022
Q1 | $52K | Hold |
255
| – | – | 0.04% | 195 |
|
|
2021
Q4 | $57K | Buy |
+255
| New | +$57K | 0.05% | 178 |
|