WealthSource Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $818K | Buy |
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|
2021
Q2 | $747K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.3M | Buy |
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|
2018
Q4 | $720K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.91M | Sell |
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|
2016
Q2 | $1.85M | Sell |
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|
2016
Q1 | $1.81M | Buy |
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