Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,268
| Closed | -$310K | – | 208 |
|
|
2023
Q3 | $310K | Buy |
+3,268
| New | +$310K | 0.05% | 159 |
|
|
2021
Q3 | – | Sell |
-2,893
| Closed | -$292K | – | 274 |
|
|
2021
Q2 | $292K | Hold |
2,893
| – | – | 0.06% | 200 |
|
|
2021
Q1 | $263K | Hold |
2,893
| – | – | 0.06% | 202 |
|
|
2020
Q4 | $257K | Buy |
2,893
+177
| +7% | +$15.7K | 0.06% | 175 |
|
|
2020
Q3 | $217K | Sell |
2,716
-3,783
| -58% | -$302K | 0.07% | 168 |
|
|
2020
Q2 | $467K | Buy |
+6,499
| New | +$467K | 0.17% | 114 |
|