Talisman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,120
| Closed | -$247K | – | 109 |
|
|
2024
Q3 | $247K | Hold |
1,120
| – | – | 0.26% | 93 |
|
|
2024
Q2 | $227K | Buy |
1,120
+1
| +0.1% | +$203 | 0.26% | 88 |
|
|
2024
Q1 | $235K | Hold |
1,119
| – | – | 0.3% | 81 |
|
|
2023
Q4 | $225K | Sell |
1,119
-66
| -6% | -$13.2K | 0.33% | 79 |
|
|
2023
Q3 | $210K | Hold |
1,185
| – | – | 0.36% | 80 |
|
|
2023
Q2 | $222K | Buy |
+1,185
| New | +$222K | 0.38% | 79 |
|