Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24K | Hold |
290
| – | – | 0.01% | 106 |
|
|
2022
Q1 | $31K | Hold |
290
| – | – | 0.01% | 89 |
|
|
2021
Q4 | $34K | Hold |
290
| – | – | 0.01% | 88 |
|
|
2021
Q3 | $30K | Hold |
290
| – | – | 0.01% | 84 |
|
|
2021
Q2 | $29K | Buy |
+290
| New | +$29K | 0.01% | 96 |
|
|
2020
Q1 | $23K | Buy |
410
+290
| +242% | +$16.3K | 0.02% | 76 |
|
|
2019
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 298 |
|
|
2019
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 362 |
|
|
2019
Q1 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 362 |
|