Truvvo Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $283K | Hold |
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|
2018
Q3 | $357K | Hold |
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|
2018
Q2 | $347K | Hold |
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|
2018
Q1 | $321K | Hold |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $373K | Hold |
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|
2017
Q2 | $354K | Hold |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $378 | Buy |
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