Curi Wealth Management’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
Q3 | – | Sell |
-103
| Closed | -$9K | – | 442 |
|
|
2022
Q2 | $9K | Buy |
103
+1
| +1% | +$87 | ﹤0.01% | 387 |
|
|
2022
Q1 | $10K | Hold |
102
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $11K | Buy |
+102
| New | +$11K | ﹤0.01% | 308 |
|
|
2021
Q1 | – | Sell |
-101
| Closed | -$9K | – | 285 |
|
|
2020
Q4 | $9K | Buy |
+101
| New | +$9K | 0.01% | 261 |
|