TP
Truvvo Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,950
| Closed | -$303K | – | 45 |
|
|
2019
Q2 | $303K | Buy |
+1,950
| New | +$303K | 0.17% | 37 |
|
|
2019
Q1 | – | Sell |
-2,115
| Closed | -$283K | – | 27 |
|
|
2018
Q4 | $283K | Hold |
2,115
| – | – | 0.2% | 33 |
|
|
2018
Q3 | $357K | Hold |
2,115
| – | – | 0.22% | 41 |
|
|
2018
Q2 | $347K | Hold |
2,115
| – | – | 0.23% | 43 |
|
|
2018
Q1 | $321K | Hold |
2,115
| – | – | 0.12% | 84 |
|
|
2017
Q4 | $322K | Sell |
2,115
-400
| -16% | -$60.9K | 0.11% | 113 |
|
|
2017
Q3 | $373K | Hold |
2,515
| – | – | 0.12% | 109 |
|
|
2017
Q2 | $354K | Hold |
2,515
| – | – | 0.13% | 108 |
|
|
2017
Q1 | $346K | Sell |
2,515
-290
| -10% | -$39.9K | 0.16% | 102 |
|
|
2016
Q4 | $378 | Buy |
+2,805
| New | +$378 | 0.13% | 108 |
|