West Oak Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$7K | – | 307 |
|
|
2023
Q4 | $7K | Hold |
35
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $6.55K | Hold |
35
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $6.24K | Hold |
35
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 292 |
|
|
2014
Q2 | – | Sell |
-2,150
| Closed | -$250K | – | 304 |
|
|
2014
Q1 | $250K | Hold |
2,150
| – | – | 0.18% | 91 |
|
|
2013
Q4 | $248K | Hold |
2,150
| – | – | 0.18% | 86 |
|
|
2013
Q3 | $229K | Sell |
2,150
-50
| -2% | -$5.33K | 0.18% | 90 |
|
|
2013
Q2 | $213K | Buy |
+2,200
| New | +$213K | 0.18% | 95 |
|