Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-513
| Closed | -$31K | – | 387 |
|
|
2019
Q1 | $31K | Hold |
513
| – | – | 0.01% | 379 |
|
|
2018
Q4 | $27K | Hold |
513
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $29K | Sell |
513
-453
| -47% | -$25.6K | 0.01% | 383 |
|
|
2018
Q2 | $55K | Sell |
966
-648
| -40% | -$36.9K | 0.02% | 298 |
|
|
2018
Q1 | $88K | Buy |
1,614
+432
| +37% | +$23.6K | 0.03% | 238 |
|
|
2017
Q4 | $64K | Buy |
+1,182
| New | +$64K | 0.02% | 293 |
|