TLFA
True Link Financial Advisors’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 |
-1,283
| Closed | -$212K | – | 124 |
|
|
2022
Q3 | $212K | Buy |
1,283
+73
| +6% | +$12.1K | 0.03% | 125 |
|
|
2022
Q2 | $205K | Sell |
1,210
-3,125
| -72% | -$529K | 0.03% | 120 |
|
|
2022
Q1 | $890K | Sell |
4,335
-1,098
| -20% | -$225K | 0.13% | 68 |
|
|
2021
Q4 | $1.21M | Buy |
5,433
+1,038
| +24% | +$231K | 0.16% | 66 |
|
|
2021
Q3 | $961K | Buy |
4,395
+3,430
| +355% | +$750K | 0.13% | 71 |
|
|
2021
Q2 | $221K | Sell |
965
-141
| -13% | -$32.3K | 0.03% | 162 |
|
|
2021
Q1 | $219K | Sell |
1,106
-6,148
| -85% | -$1.22M | 0.03% | 211 |
|
|
2020
Q4 | $526K | Buy |
+7,254
| New | +$526K | 0.08% | 94 |
|