Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $424K | Hold |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $420K | Sell |
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|
2019
Q2 | $439K | Hold |
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|
2019
Q1 | $431K | Sell |
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|
2018
Q4 | $393K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $316K | Hold |
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|
2016
Q3 | $291K | Hold |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $287K | Buy |
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|
2015
Q3 | $262K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $270K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $440K | Sell |
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|
2013
Q4 | $450K | Buy |
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