Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $193K | Hold |
2,020
| – | – | 0.07% | 121 |
|
|
2024
Q3 | $193K | Hold |
2,020
| – | – | 0.07% | 123 |
|
|
2024
Q2 | $178K | Hold |
2,020
| – | – | 0.07% | 120 |
|
|
2024
Q1 | $184K | Buy |
2,020
+600
| +42% | +$54.6K | 0.08% | 123 |
|
|
2023
Q4 | $120K | Buy |
1,420
+470
| +49% | +$39.7K | 0.06% | 137 |
|
|
2023
Q3 | $71.5K | Buy |
950
+450
| +90% | +$33.8K | 0.04% | 167 |
|
|
2023
Q2 | $39.4K | Buy |
+500
| New | +$39.4K | 0.02% | 214 |
|