Viridian RIA’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 |
-4,302
| Closed | -$957K | – | 47 |
|
|
2021
Q4 | $957K | Buy |
+4,302
| New | +$957K | 0.2% | 51 |
|
|
2021
Q3 | – | Hold |
0
| – | -$993K | – | 42 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1M | – | 50 |
|
|
2021
Q1 | – | Sell |
-4,527
| Closed | -$888K | – | 48 |
|
|
2020
Q4 | $888K | Buy |
4,527
+28
| +0.6% | +$5.49K | 0.25% | 46 |
|
|
2020
Q3 | $674K | Hold |
4,499
| – | – | 0.22% | 47 |
|
|
2020
Q2 | $644K | Hold |
4,499
| – | – | 0.23% | 45 |
|
|
2020
Q1 | $515K | Sell |
4,499
-20
| -0.4% | -$2.29K | 0.23% | 46 |
|
|
2019
Q4 | $749K | Hold |
4,519
| – | – | 0.27% | 44 |
|
|
2019
Q3 | $684K | Hold |
4,519
| – | – | 0.28% | 44 |
|
|
2019
Q2 | $674K | Buy |
4,519
+170
| +4% | +$25.4K | 0.27% | 46 |
|
|
2019
Q1 | $665K | Hold |
4,349
| – | – | 0.29% | 40 |
|
|
2018
Q4 | $582K | Sell |
4,349
-56
| -1% | -$7.49K | 0.29% | 43 |
|
|
2018
Q3 | $742K | Buy |
+4,405
| New | +$742K | 0.33% | 41 |
|