Walled Lake Planning & Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
12,731
-38
| -0.3% | -$3.77K | 0.41% | 42 |
|
|
2025
Q1 | $1.2M | Sell |
12,769
-1,204
| -9% | -$113K | 0.42% | 43 |
|
|
2024
Q4 | $1.33M | Sell |
13,973
-1,647
| -11% | -$157K | 0.5% | 39 |
|
|
2024
Q3 | $1.5M | Sell |
15,620
-604
| -4% | -$57.8K | 0.56% | 38 |
|
|
2024
Q2 | $1.43M | Sell |
16,224
-105,494
| -87% | -$9.31M | 0.58% | 37 |
|
|
2024
Q1 | $11.1M | Buy |
121,718
+7,946
| +7% | +$723K | 4.55% | 4 |
|
|
2023
Q4 | $9.61M | Buy |
113,772
+5,011
| +5% | +$423K | 4.47% | 4 |
|
|
2023
Q3 | $8.18M | Buy |
108,761
+2,929
| +3% | +$220K | 4.1% | 4 |
|
|
2023
Q2 | $8.34M | Buy |
105,832
+40,016
| +61% | +$3.15M | 4.06% | 5 |
|
|
2023
Q1 | $4.97M | Sell |
65,816
-781
| -1% | -$59K | 2.6% | 16 |
|
|
2022
Q4 | $4.86M | Buy |
+66,597
| New | +$4.86M | 3.31% | 15 |
|