Clearwater Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,815
| Closed | -$743K | – | 175 |
|
|
2019
Q3 | $743K | Sell |
11,815
-6,473
| -35% | -$407K | 0.13% | 117 |
|
|
2019
Q2 | $1.15M | Sell |
18,288
-1,575
| -8% | -$98.7K | 0.21% | 105 |
|
|
2019
Q1 | $1.2M | Sell |
19,863
-2,813
| -12% | -$170K | 0.22% | 106 |
|
|
2018
Q4 | $1.2M | Sell |
22,676
-7,326
| -24% | -$386K | 0.26% | 103 |
|
|
2018
Q3 | $1.86M | Sell |
30,002
-449
| -1% | -$27.9K | 0.36% | 74 |
|
|
2018
Q2 | $1.74M | Buy |
30,451
+5,933
| +24% | +$339K | 0.36% | 76 |
|
|
2018
Q1 | $1.34M | Buy |
24,518
+3,802
| +18% | +$208K | 0.28% | 89 |
|
|
2017
Q4 | $1.11M | Buy |
+20,716
| New | +$1.11M | 0.24% | 92 |
|