MKD Wealth Coaches’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,794
| Closed | -$303K | – | 36 |
|
|
2020
Q2 | $303K | Sell |
5,794
-7,871
| -58% | -$412K | 0.38% | 24 |
|
|
2020
Q1 | $631K | Buy |
13,665
+6,412
| +88% | +$296K | 0.85% | 22 |
|
|
2019
Q4 | $457K | Buy |
7,253
+101
| +1% | +$6.36K | 0.39% | 40 |
|
|
2019
Q3 | $413K | Buy |
7,152
+1,229
| +21% | +$71K | 0.43% | 37 |
|
|
2019
Q2 | $336K | Sell |
5,923
-179
| -3% | -$10.2K | 0.3% | 38 |
|
|
2019
Q1 | $335K | Buy |
6,102
+412
| +7% | +$22.6K | 0.34% | 36 |
|
|
2018
Q4 | $279K | Buy |
+5,690
| New | +$279K | 0.33% | 45 |
|