TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $977K | Buy |
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|
2019
Q4 | $200K | Buy |
|