BDO Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-258
| Closed | -$21K | – | 1077 |
|
|
2022
Q4 | $21K | Hold |
258
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $21K | Hold |
258
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $22K | Sell |
258
-18
| -7% | -$1.54K | ﹤0.01% | 544 |
|
|
2022
Q1 | $29K | Hold |
276
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $32K | Buy |
276
+18
| +7% | +$2.09K | ﹤0.01% | 528 |
|
|
2021
Q3 | $26K | Sell |
258
-21
| -8% | -$2.12K | ﹤0.01% | 556 |
|
|
2021
Q2 | $28K | Buy |
279
+267
| +2,225% | +$26.8K | ﹤0.01% | 557 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1081 |
|
|
2019
Q2 | – | Sell |
-1,451
| Closed | -$88K | – | 648 |
|
|
2019
Q1 | $88K | Hold |
1,451
| – | – | 0.03% | 230 |
|
|
2018
Q4 | $76K | Buy |
1,451
+174
| +14% | +$9.11K | 0.03% | 224 |
|
|
2018
Q3 | $79K | Hold |
1,277
| – | – | 0.03% | 238 |
|
|
2018
Q2 | $73K | Sell |
1,277
-31
| -2% | -$1.77K | 0.02% | 247 |
|
|
2018
Q1 | $71K | Sell |
1,308
-86
| -6% | -$4.67K | 0.03% | 214 |
|
|
2017
Q4 | $75K | Hold |
1,394
| – | – | 0.03% | 174 |
|
|
2017
Q3 | $70K | Hold |
1,394
| – | – | 0.03% | 166 |
|
|
2017
Q2 | $67K | Buy |
+1,394
| New | +$67K | 0.03% | 208 |
|