Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 252 |
|
|
2022
Q3 | $1K | Sell |
14
-275
| -95% | -$19.6K | ﹤0.01% | 200 |
|
|
2022
Q2 | $24K | Hold |
289
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $31K | Sell |
289
-100
| -26% | -$10.7K | 0.01% | 117 |
|
|
2021
Q4 | $45K | Hold |
389
| – | – | 0.02% | 108 |
|
|
2021
Q3 | $40K | Buy |
+389
| New | +$40K | 0.02% | 111 |
|