Oak Harbor Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Hold |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $312K | Buy |
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