Wescott Financial Advisory Group’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
2022
Q4
Sell
-4,457
Closed -$298K 158
2022
Q3
$298K Sell
4,457
-896
-17% -$59.9K 0.08% 112
2022
Q2
$378K Buy
5,353
+20
+0.4% +$1.41K 0.1% 94
2022
Q1
$452K Buy
+5,333
New +$452K 0.12% 86