Advocacy Wealth Management Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,791
| Closed | -$1.24M | – | 145 |
|
|
2020
Q3 | $1.24M | Buy |
22,791
+4,798
| +27% | +$261K | 0.2% | 31 |
|
|
2020
Q2 | $940K | Sell |
17,993
-3,559
| -17% | -$186K | 0.19% | 35 |
|
|
2020
Q1 | $949K | Buy |
21,552
+13,736
| +176% | +$605K | 0.21% | 25 |
|
|
2019
Q4 | $493K | Buy |
7,816
+3,816
| +95% | +$241K | 0.14% | 26 |
|
|
2019
Q3 | $231K | Buy |
+4,000
| New | +$231K | 0.15% | 25 |
|
|
2018
Q2 | – | Sell |
-67
| Closed | -$4K | – | 188 |
|
|
2018
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 182 |
|
|
2017
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 194 |
|