Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162
| Closed | -$12K | – | 366 |
|
|
2023
Q1 | $12K | Hold |
162
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $11.4K | Hold |
162
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $10K | Hold |
162
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $11K | Buy |
162
+12
| +8% | +$815 | ﹤0.01% | 256 |
|
|
2022
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $11K | Sell |
150
-18
| -11% | -$1.32K | ﹤0.01% | 290 |
|
|
2021
Q3 | $12K | Buy |
+168
| New | +$12K | 0.01% | 253 |
|