Valley Brook Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-900
| Closed | -$200K | – | 122 |
|
|
2021
Q4 | $200K | Buy |
+900
| New | +$200K | 0.17% | 112 |
|
|
2021
Q3 | – | Sell |
-900
| Closed | -$206K | – | 117 |
|
|
2021
Q2 | $206K | Hold |
900
| – | – | 0.2% | 108 |
|
|
2021
Q1 | $198K | Hold |
900
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $176K | Buy |
+900
| New | +$176K | 0.17% | 111 |
|