Ten Capital Wealth 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
Q2 | – | Sell |
-513
| Closed | -$45.5K | – | 367 |
|
|
2023
Q1 | $45.5K | Buy |
513
+275
| +116% | +$24.4K | 0.01% | 233 |
|
|
2022
Q4 | $19.4K | Hold |
238
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $19K | Hold |
238
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $20K | Buy |
238
+22
| +10% | +$1.85K | 0.01% | 206 |
|
|
2022
Q1 | $23K | Hold |
216
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $25K | Hold |
216
| – | – | 0.01% | 202 |
|
|
2021
Q3 | $22K | Buy |
+216
| New | +$22K | 0.01% | 199 |
|