HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-115
| Closed | -$10K | – | 213 |
|
|
2020
Q4 | $10K | Hold |
115
| – | – | ﹤0.01% | 249 |
|
|
2020
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 225 |
|
|
2020
Q2 | $8K | Hold |
115
| – | – | ﹤0.01% | 228 |
|
|
2020
Q1 | $7K | Hold |
115
| – | – | ﹤0.01% | 217 |
|
|
2019
Q4 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 216 |
|