Asset Planning Services (Pennsylvania)’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$470K Sell
5,246
-238
-4% -$21.3K 0.22% 56
2021
Q3
$459K Buy
5,484
+953
+21% +$79.8K 0.22% 54
2021
Q2
$383K Sell
4,531
-2,041
-31% -$173K 0.18% 57
2021
Q1
$515K Buy
+6,572
New +$515K 0.24% 53