DWMG
DB Wealth Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$379 | – | 378 |
|
|
2023
Q3 | $379 | Sell |
4
-1
| -20% | -$95 | ﹤0.01% | 361 |
|
|
2023
Q2 | $488 | Hold |
5
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $444 | Hold |
5
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $408 | Buy |
+5
| New | +$408 | ﹤0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 352 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 358 |
|