PA
PSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-132
| Closed | -$9.74K | – | 868 |
|
|
2023
Q1 | $9.74K | Buy |
+132
| New | +$9.74K | ﹤0.01% | 435 |
|
|
2022
Q4 | – | Sell |
-132
| Closed | -$8K | – | 800 |
|
|
2022
Q3 | $8K | Hold |
132
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $9K | Hold |
132
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $10K | Hold |
132
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $10K | Hold |
132
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $9K | Buy |
+132
| New | +$9K | ﹤0.01% | 507 |
|
|
2020
Q2 | – | Sell |
-132
| Closed | -$6.1M | – | 118 |
|
|
2020
Q1 | $6.1M | Sell |
132
-195
| -60% | -$9M | 5.61% | 3 |
|
|
2019
Q4 | $20K | Buy |
+327
| New | +$20K | 0.01% | 381 |
|