Welch Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $2.74M | Hold |
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|
2021
Q2 | $2.91M | Hold |
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|
2021
Q1 | $2.81M | Hold |
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|
2020
Q4 | $2.68M | Hold |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $5.68M | Sell |
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|
2019
Q4 | $7.78M | Sell |
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|
2019
Q3 | $7.27M | Hold |
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|
2019
Q2 | $7.58M | Hold |
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|
2019
Q1 | $7.42M | Hold |
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|
2018
Q4 | $6.34M | Buy |
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