Shine Investment Advisory Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $142K | Sell |
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2020
Q2 | $473K | Sell |
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2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.42M | Hold |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $2.02M | Sell |
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|
2017
Q4 | $2.21M | Buy |
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|
2017
Q3 | $2.03M | Buy |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.37M | Buy |
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|
2016
Q4 | $1.24M | Buy |
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