Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-559
| Closed | -$39.5K | – | 403 |
|
|
2022
Q4 | $39.5K | Buy |
559
+29
| +5% | +$2.05K | 0.01% | 321 |
|
|
2022
Q3 | $33K | Hold |
530
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $35K | Sell |
530
-1,183
| -69% | -$78.1K | 0.01% | 308 |
|
|
2022
Q1 | $130K | Buy |
1,713
+1,523
| +802% | +$116K | 0.03% | 196 |
|
|
2021
Q4 | $15K | Hold |
190
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $13K | Buy |
+190
| New | +$13K | ﹤0.01% | 401 |
|