MCP
Mirador Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,763
| Closed | -$249K | – | 169 |
|
2020
Q2 | $249K | Sell |
4,763
-1,075
| -18% | -$56.2K | 0.09% | 135 |
|
2020
Q1 | $287K | Sell |
5,838
-1,807
| -24% | -$88.8K | 0.12% | 110 |
|
2019
Q4 | $482K | Sell |
7,645
-8,136
| -52% | -$513K | 0.19% | 108 |
|
2019
Q3 | $912K | Buy |
+15,781
| New | +$912K | 0.41% | 68 |
|