Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-354
| Closed | -$24K | – | 362 |
|
|
2022
Q2 | $24K | Hold |
354
| – | – | ﹤0.01% | 396 |
|
|
2022
Q1 | $27K | Hold |
354
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $27K | Hold |
354
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $25K | Hold |
354
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $25K | Hold |
354
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $24K | Hold |
354
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $22K | Buy |
+354
| New | +$22K | ﹤0.01% | 472 |
|