TWA
TCI Wealth 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
Q1 | – | Sell |
-101
| Closed | -$7.13K | – | 2579 |
|
|
2022
Q4 | $7.13K | Buy |
+101
| New | +$7.13K | ﹤0.01% | 1298 |
|
|
2019
Q3 | – | Sell |
-111
| Closed | -$6K | – | 1552 |
|
|
2019
Q2 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 721 |
|
|
2016
Q2 | – | Sell |
-1,647
| Closed | -$218K | – | 1338 |
|
|
2016
Q1 | $218K | Buy |
+1,647
| New | +$218K | 0.12% | 124 |
|
|
2014
Q1 | – | Sell |
-320
| Closed | -$43K | – | 899 |
|
|
2013
Q4 | $43K | Buy |
320
+21
| +7% | +$2.82K | 0.03% | 258 |
|
|
2013
Q3 | $38K | Hold |
299
| – | – | 0.03% | 229 |
|
|
2013
Q2 | $33K | Buy |
+299
| New | +$33K | 0.03% | 252 |
|