Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Hold |
1,500
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $140K | Hold |
1,500
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $143K | Hold |
1,500
| – | – | 0.02% | 220 |
|
|
2024
Q3 | $144K | Hold |
1,500
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $132K | Hold |
1,500
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $136K | Hold |
1,500
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $127K | Hold |
1,500
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $113K | Hold |
1,500
| – | – | 0.02% | 268 |
|
|
2023
Q2 | $118K | Hold |
1,500
| – | – | 0.03% | 255 |
|
|
2023
Q1 | $113K | Buy |
1,500
+500
| +50% | +$37.8K | 0.03% | 236 |
|
|
2022
Q4 | $72.9K | Buy |
+1,000
| New | +$72.9K | 0.02% | 300 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$71K | – | 457 |
|
|
2022
Q2 | $71K | Hold |
1,000
| – | – | 0.02% | 313 |
|
|
2022
Q1 | $85K | Hold |
1,000
| – | – | 0.02% | 323 |
|
|
2021
Q4 | $90K | Buy |
+1,000
| New | +$90K | 0.02% | 325 |
|