Watchman 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 |
-1,845
| Closed | -$410K | – | 78 |
|
2021
Q4 | $410K | Sell |
1,845
-368
| -17% | -$81.8K | 0.21% | 64 |
|
2021
Q3 | $484K | Hold |
2,213
| – | – | 0.31% | 57 |
|
2021
Q2 | $508K | Sell |
2,213
-40
| -2% | -$9.18K | 0.3% | 60 |
|
2021
Q1 | $498K | Sell |
2,253
-70
| -3% | -$15.5K | 0.31% | 58 |
|
2020
Q4 | $455K | Buy |
2,323
+218
| +10% | +$42.7K | 0.3% | 61 |
|
2020
Q3 | $315K | Buy |
+2,105
| New | +$315K | 0.23% | 66 |
|