LWP
Laurel Wealth Planning’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,734
| Closed | -$122K | – | 123 |
|
|
2022
Q4 | $122K | Hold |
1,734
| – | – | 0.08% | 75 |
|
|
2022
Q3 | $109K | Hold |
1,734
| – | – | 0.08% | 74 |
|
|
2022
Q2 | $116K | Hold |
1,734
| – | – | 0.08% | 75 |
|
|
2022
Q1 | $132K | Hold |
1,734
| – | – | 0.09% | 79 |
|
|
2021
Q4 | $132K | Hold |
1,734
| – | – | 0.1% | 70 |
|
|
2021
Q3 | $123K | Hold |
1,734
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $125K | Sell |
1,734
-605
| -26% | -$43.6K | 0.11% | 54 |
|
|
2021
Q1 | $161K | Sell |
2,339
-793
| -25% | -$54.6K | 0.15% | 48 |
|
|
2020
Q4 | $195K | Buy |
+3,132
| New | +$195K | 0.19% | 43 |
|