Lake Point Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$24K Hold
2022
Q1
$31K Hold
2021
Q4
$34K Hold
2021
Q3
$30K Hold
2021
Q2
$29K Buy
2020
Q1
$23K Buy
2019
Q4
$8K Buy
2019
Q2
$8K Hold
2019
Q1
$8K Buy