Golden State Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-493
| Closed | -$13K | – | 591 |
|
2020
Q1 | $13K | Buy |
+493
| New | +$13K | 0.01% | 573 |
|
2019
Q4 | – | Sell |
-493
| Closed | -$16K | – | 555 |
|
2019
Q3 | $16K | Hold |
493
| – | – | 0.01% | 657 |
|
2019
Q2 | $15K | Hold |
493
| – | – | ﹤0.01% | 670 |
|
2019
Q1 | $15K | Buy |
+493
| New | +$15K | 0.01% | 688 |
|