TVWM
Tower View Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 165 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 186 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 189 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 208 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$3K | – | 126 |
|
|
2019
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 130 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 127 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 126 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 132 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 130 |
|
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 148 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 139 |
|
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 131 |
|
|
2017
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 139 |
|