Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$14K | – | 226 |
|
|
2021
Q2 | $14K | Buy |
+200
| New | +$14K | 0.01% | 241 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$13K | – | 318 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 209 |
|