PFWA
Paces Ferry Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,208
| Closed | -$474K | – | 120 |
|
|
2021
Q4 | $474K | Buy |
+6,208
| New | +$474K | 0.34% | 65 |
|
|
2021
Q1 | – | Sell |
-4,305
| Closed | -$268K | – | 120 |
|
|
2020
Q4 | $268K | Buy |
4,305
+3,902
| +968% | +$243K | 0.24% | 84 |
|
|
2020
Q3 | $22K | Buy |
+403
| New | +$22K | 0.02% | 319 |
|