Lenox Wealth Advisors’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
Q1 | $22K | Hold |
215
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $25K | Hold |
215
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $22K | Buy |
215
+42
| +24% | +$4.3K | ﹤0.01% | 342 |
|
|
2021
Q2 | $17K | Hold |
173
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $16K | Sell |
173
-45
| -21% | -$4.16K | ﹤0.01% | 342 |
|
|
2020
Q4 | $19K | Hold |
218
| – | – | ﹤0.01% | 327 |
|
|
2020
Q3 | $17K | Hold |
218
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $16K | Hold |
218
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $12K | Hold |
218
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $15K | Hold |
218
| – | – | ﹤0.01% | 369 |
|
|
2019
Q3 | $14K | Hold |
218
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $14K | Hold |
218
| – | – | ﹤0.01% | 251 |
|
|
2019
Q1 | $13K | Hold |
218
| – | – | ﹤0.01% | 246 |
|
|
2018
Q4 | $11K | Hold |
218
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $14K | Hold |
218
| – | – | ﹤0.01% | 240 |
|
|
2018
Q2 | $12K | Buy |
+218
| New | +$12K | ﹤0.01% | 322 |
|