Lehman & Derafelo Financial Resources’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $9K | Hold |
|
|||||
|
2022
Q2 | $10K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $11K | Hold |
|
|||||
|
2021
Q2 | $11K | Hold |
|
|||||
|
2021
Q1 | $10K | Hold |
|
|||||
|
2020
Q4 | $9K | Hold |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $8K | Hold |
|
|||||
|
2020
Q1 | $7K | Hold |
|
|||||
|
2019
Q4 | $9K | Hold |
|
|||||
|
2019
Q3 | $9K | Hold |
|
|||||
|
2019
Q2 | $9K | Hold |
|
|||||
|
2019
Q1 | $8K | Hold |
|
|||||
|
2018
Q4 | $7K | Buy |
|