Clear Perspectives Financial Planning’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
2022
Q3
Sell
-480
Closed -$32K 218
2022
Q2
$32K Hold
480
0.01% 102
2022
Q1
$36K Sell
480
-183
-28% -$13.7K 0.01% 111
2021
Q4
$51K Hold
663
0.02% 101
2021
Q3
$47K Buy
+663
New +$47K 0.02% 98