Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $967K | Buy |
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|
2022
Q3 | $194K | Hold |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $827K | Buy |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $192K | Sell |
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|
2018
Q3 | $2.16M | Sell |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $305K | Buy |
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|
2017
Q2 | $250K | Sell |
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $346K | Sell |
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|
2016
Q3 | $326 | Buy |
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|
2016
Q2 | $264K | Buy |
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|
2016
Q1 | $135K | Buy |
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