TWM
Triton Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-965
| Closed | -$217K | – | 100 |
|
|
2021
Q3 | $217K | Sell |
965
-1,154
| -54% | -$260K | 0.1% | 95 |
|
|
2021
Q2 | $470K | Sell |
2,119
-175
| -8% | -$38.8K | 0.27% | 64 |
|
|
2021
Q1 | $514K | Buy |
2,294
+1,178
| +106% | +$264K | 0.35% | 55 |
|
|
2020
Q4 | $219K | Sell |
1,116
-7,624
| -87% | -$1.5M | 0.14% | 78 |
|
|
2020
Q3 | $1.37M | Sell |
8,740
-216
| -2% | -$33.8K | 1.15% | 20 |
|
|
2020
Q2 | $1.32M | Buy |
8,956
+102
| +1% | +$15.1K | 1.37% | 15 |
|
|
2020
Q1 | $1.15M | Buy |
+8,854
| New | +$1.15M | 1.85% | 13 |
|