Sterling Financial Planning’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
2021
Q4
Sell
-142
Closed -$31K 244
2021
Q3
$31K Hold
142
0.02% 226
2021
Q2
$32K Buy
142
+1
+0.7% +$225 0.02% 213
2021
Q1
$31K Hold
141
0.02% 194
2020
Q4
$28K Buy
+141
New +$28K 0.02% 188