PWMAG
Pinnacle Wealth Management Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,250
| Closed | -$205K | – | 181 |
|
|
2019
Q4 | $205K | Buy |
+3,250
| New | +$205K | 0.08% | 179 |
|
|
2019
Q2 | – | Sell |
-4,850
| Closed | -$266K | – | 188 |
|
|
2019
Q1 | $266K | Hold |
4,850
| – | – | 0.12% | 148 |
|
|
2018
Q4 | $238K | Buy |
+4,850
| New | +$238K | 0.13% | 142 |
|