PPW
Pasadena Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,838
| Closed | -$327K | – | 80 |
|
|
2019
Q4 | $327K | Hold |
4,838
| – | – | 0.14% | 45 |
|
|
2019
Q3 | $304K | Hold |
4,838
| – | – | 0.14% | 45 |
|
|
2019
Q2 | $303K | Sell |
4,838
-1,540
| -24% | -$96.4K | 0.14% | 43 |
|
|
2019
Q1 | $385K | Hold |
6,378
| – | – | 0.42% | 28 |
|
|
2018
Q4 | $336K | Buy |
+6,378
| New | +$336K | 0.45% | 22 |
|