Avidian Wealth Enterprises’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $39M | Buy |
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|
2019
Q1 | $23.6M | Buy |
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|
2018
Q4 | $16.2M | Sell |
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|
2018
Q3 | $23.9M | Sell |
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|
2018
Q2 | $22.7M | Buy |
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|
2018
Q1 | $22.3M | Buy |
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|
2017
Q4 | $22.5K | Buy |
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|
2017
Q3 | $19.6M | Buy |
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