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Walled Lake Planning & Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed -$5K – 343
2020
Q4 		$5K Sell
28
-28
-50% -$5K ﹤0.01% 250
2020
Q3 		$8K Buy
56
+1
+2% +$143 0.01% 229
2020
Q2 		$8K Hold
55
– – 0.01% 216
2020
Q1 		$6K Buy
+55
New +$6K 0.01% 219