Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-230
| Closed | -$17K | – | 235 |
|
|
2021
Q4 | $17K | Hold |
230
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $17K | Hold |
230
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $17K | Buy |
+230
| New | +$17K | 0.01% | 311 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$16K | – | 396 |
|
|
2020
Q2 | $16K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $15K | Hold |
300
| – | – | 0.02% | 270 |
|
|
2019
Q4 | $19K | Buy |
+300
| New | +$19K | 0.02% | 242 |
|