WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-722
| Closed | -$128K | – | 93 |
|
|
2023
Q3 | $128K | Buy |
722
+45
| +7% | +$7.95K | 0.04% | 74 |
|
|
2023
Q2 | $127K | Hold |
677
| – | – | 0.04% | 72 |
|
|
2023
Q1 | $121K | Sell |
677
-65
| -9% | -$11.6K | 0.04% | 73 |
|
|
2022
Q4 | $129K | Hold |
742
| – | – | 0.04% | 72 |
|
|
2022
Q3 | $122K | Buy |
742
+45
| +6% | +$7.4K | 0.04% | 65 |
|
|
2022
Q2 | $118K | Sell |
697
-15
| -2% | -$2.54K | 0.04% | 72 |
|
|
2022
Q1 | $146K | Hold |
712
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $158K | Hold |
712
| – | – | 0.04% | 79 |
|
|
2021
Q3 | $156K | Buy |
+712
| New | +$156K | 0.05% | 66 |
|
|
2021
Q1 | $157K | Sell |
712
-22
| -3% | -$4.85K | 0.06% | 56 |
|
|
2020
Q4 | $144K | Buy |
+734
| New | +$144K | 0.06% | 54 |
|