YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $388K | Hold |
2,227
| – | – | 0.1% | 149 |
|
|
2022
Q3 | $367K | Hold |
2,227
| – | – | 0.09% | 152 |
|
|
2022
Q2 | $377K | Hold |
2,227
| – | – | 0.1% | 156 |
|
|
2022
Q1 | $457K | Buy |
2,227
+150
| +7% | +$30.8K | 0.1% | 152 |
|
|
2021
Q4 | $462K | Sell |
2,077
-1
| -0% | -$222 | 0.1% | 154 |
|
|
2021
Q3 | $454K | Buy |
2,078
+79
| +4% | +$17.3K | 0.11% | 141 |
|
|
2021
Q2 | $459K | Hold |
1,999
| – | – | 0.12% | 135 |
|
|
2021
Q1 | $442K | Sell |
1,999
-20
| -1% | -$4.42K | 0.13% | 128 |
|
|
2020
Q4 | $396K | Buy |
2,019
+131
| +7% | +$25.7K | 0.13% | 127 |
|
|
2020
Q3 | $283K | Sell |
1,888
-20
| -1% | -$3K | 0.12% | 143 |
|
|
2020
Q2 | $273K | Hold |
1,908
| – | – | 0.12% | 141 |
|
|
2020
Q1 | $218K | Sell |
1,908
-1,214
| -39% | -$139K | 0.13% | 145 |
|
|
2019
Q4 | $517K | Sell |
3,122
-380
| -11% | -$62.9K | 0.24% | 102 |
|
|
2019
Q3 | $530K | Buy |
3,502
+1,113
| +47% | +$168K | 0.27% | 92 |
|
|
2019
Q2 | $371K | Buy |
2,389
+399
| +20% | +$62K | 0.16% | 118 |
|
|
2019
Q1 | $305K | Sell |
1,990
-98
| -5% | -$15K | 0.14% | 133 |
|
|
2018
Q4 | $280K | Hold |
2,088
| – | – | 0.15% | 131 |
|
|
2018
Q3 | $347K | Hold |
2,088
| – | – | 0.16% | 127 |
|
|
2018
Q2 | $342K | Hold |
2,088
| – | – | 0.15% | 136 |
|
|
2018
Q1 | $323K | Hold |
2,088
| – | – | 0.15% | 135 |
|
|
2017
Q4 | $309K | Buy |
2,088
+630
| +43% | +$93.2K | 0.15% | 136 |
|
|
2017
Q3 | $216K | Hold |
1,458
| – | – | 0.11% | 164 |
|
|
2017
Q2 | $207K | Buy |
1,458
+20
| +1% | +$2.84K | 0.11% | 168 |
|
|
2017
Q1 | $200K | Hold |
1,438
| – | – | 0.1% | 168 |
|
|
2016
Q4 | $193K | Buy |
+1,438
| New | +$193K | 0.11% | 156 |
|