Tilia Fiduciary Partners’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 |
-40
| Closed | -$7.49K | – | 278 |
|
|
2023
Q2 | $7.49K | Hold |
40
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $7.14K | Sell |
40
-49
| -55% | -$8.74K | 0.01% | 392 |
|
|
2022
Q4 | $15.5K | Hold |
89
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $15K | Hold |
89
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $15K | Hold |
89
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $18K | Hold |
89
| – | – | 0.02% | 336 |
|
|
2021
Q4 | $20K | Buy |
+89
| New | +$20K | 0.02% | 337 |
|