Capital Advisory Group Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 326 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-37
| Closed | -$2K | – | 532 |
|
|
2020
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 444 |
|