Bourgeon Capital Management’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 |
-27
| Closed | -$2.2K | – | 352 |
|
|
2022
Q4 | $2.2K | Hold |
27
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 308 |
|
|
2022
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 268 |
|
|
2022
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 260 |
|
|
2021
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 243 |
|
|
2021
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 253 |
|