MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,667
| Closed | -$335K | – | 37 |
|
|
2020
Q2 | $335K | Sell |
4,667
-938
| -17% | -$67.3K | 0.42% | 21 |
|
|
2020
Q1 | $320K | Sell |
5,605
-121
| -2% | -$6.91K | 0.43% | 30 |
|
|
2019
Q4 | $387K | Buy |
5,726
+71
| +1% | +$4.8K | 0.33% | 42 |
|
|
2019
Q3 | $356K | Buy |
5,655
+1,196
| +27% | +$75.3K | 0.37% | 40 |
|
|
2019
Q2 | $279K | Sell |
4,459
-188
| -4% | -$11.8K | 0.25% | 43 |
|
|
2019
Q1 | $280K | Buy |
4,647
+260
| +6% | +$15.7K | 0.28% | 41 |
|
|
2018
Q4 | $231K | Buy |
+4,387
| New | +$231K | 0.27% | 46 |
|