Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-126
| Closed | -$13K | – | 638 |
|
|
2021
Q3 | $13K | Sell |
126
-1
| -0.8% | -$103 | ﹤0.01% | 761 |
|
|
2021
Q2 | $13K | Buy |
127
+101
| +388% | +$10.3K | 0.01% | 595 |
|
|
2021
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 819 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 816 |
|
|
2019
Q1 | – | Sell |
-160
| Closed | -$8K | – | 787 |
|
|
2018
Q4 | $8K | Buy |
+160
| New | +$8K | 0.01% | 470 |
|