WLPWM
Walled Lake Planning & Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-201
| Closed | -$59K | – | 210 |
|
|
2021
Q3 | $59K | Hold |
201
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $63K | Buy |
201
+10
| +5% | +$3.13K | 0.04% | 144 |
|
|
2021
Q1 | $57K | Buy |
191
+6
| +3% | +$1.79K | 0.04% | 140 |
|
|
2020
Q4 | $53K | Buy |
185
+24
| +15% | +$6.88K | 0.04% | 132 |
|
|
2020
Q3 | $36K | Buy |
161
+39
| +32% | +$8.72K | 0.03% | 144 |
|
|
2020
Q2 | $25K | Buy |
+122
| New | +$25K | 0.02% | 144 |
|