Sargent Bickham Lagudis’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-80
| Closed | -$8K | – | 1089 |
|
|
2022
Q1 | $8K | Hold |
80
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 726 |
|
|
2021
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 746 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 700 |
|
|
2020
Q2 | – | Sell |
-74
| Closed | -$4K | – | 791 |
|
|
2020
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 691 |
|
|
2019
Q3 | $5K | Sell |
74
-418
| -85% | -$28.2K | ﹤0.01% | 628 |
|
|
2019
Q2 | $31K | Buy |
492
+199
| +68% | +$12.5K | ﹤0.01% | 433 |
|
|
2019
Q1 | $18K | Sell |
293
-87
| -23% | -$5.35K | ﹤0.01% | 523 |
|
|
2018
Q4 | $20K | Sell |
380
-907
| -70% | -$47.7K | ﹤0.01% | 486 |
|
|
2018
Q3 | $80K | Sell |
1,287
-543
| -30% | -$33.8K | 0.01% | 303 |
|
|
2018
Q2 | $105K | Buy |
1,830
+1,149
| +169% | +$65.9K | 0.01% | 270 |
|
|
2018
Q1 | $37K | Buy |
681
+337
| +98% | +$18.3K | ﹤0.01% | 406 |
|
|
2017
Q4 | $18K | Sell |
344
-60
| -15% | -$3.14K | ﹤0.01% | 511 |
|
|
2017
Q3 | $20K | Buy |
404
+225
| +126% | +$11.1K | ﹤0.01% | 500 |
|
|
2017
Q2 | $9K | Buy |
+179
| New | +$9K | ﹤0.01% | 592 |
|