KC
Kingfisher Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-41,591
| Closed | -$2.37M | – | 148 |
|
|
2020
Q1 | $2.37M | Sell |
41,591
-2,236
| -5% | -$128K | 1.22% | 19 |
|
|
2019
Q4 | $2.96M | Sell |
43,827
-1,021
| -2% | -$69.1K | 1.38% | 15 |
|
|
2019
Q3 | $2.82M | Buy |
44,848
+812
| +2% | +$51.1K | 1.68% | 12 |
|
|
2019
Q2 | $2.76M | Sell |
44,036
-237
| -0.5% | -$14.9K | 1.7% | 15 |
|
|
2019
Q1 | $2.67M | Buy |
44,273
+1,167
| +3% | +$70.4K | 1.71% | 15 |
|
|
2018
Q4 | $2.27M | Sell |
43,106
-495
| -1% | -$26.1K | 1.62% | 16 |
|
|
2018
Q3 | $2.71M | Buy |
43,601
+642
| +1% | +$39.9K | 1.45% | 16 |
|
|
2018
Q2 | $2.46M | Sell |
42,959
-2,132
| -5% | -$122K | 1.56% | 14 |
|
|
2018
Q1 | $2.46M | Sell |
45,091
-502
| -1% | -$27.4K | 1.57% | 16 |
|
|
2017
Q4 | $2.45M | Buy |
45,593
+1,443
| +3% | +$77.6K | 1.56% | 17 |
|
|
2017
Q3 | $2.23M | Buy |
44,150
+480
| +1% | +$24.2K | 1.48% | 18 |
|
|
2017
Q2 | $2.11M | Buy |
43,670
+649
| +2% | +$31.3K | 1.43% | 19 |
|
|
2017
Q1 | $2M | Buy |
43,021
+13,817
| +47% | +$641K | 1.44% | 18 |
|
|
2016
Q4 | $1.25M | Buy |
+29,204
| New | +$1.25M | 0.94% | 44 |
|