WEC
Winslow Evans & Crocker’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $70K | Buy |
+784
| New | +$70K | 0.01% | 519 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$3.86K | – | 1190 |
|
|
2017
Q2 | $3.86K | Hold |
80
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q1 | $3.71K | Hold |
80
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q4 | $3.43K | Hold |
80
| – | – | ﹤0.01% | 1082 |
|
|
2016
Q3 | $3.4K | Buy |
80
+40
| +100% | +$1.7K | ﹤0.01% | 1120 |
|
|
2016
Q2 | $3.27K | Hold |
40
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $3.24K | Hold |
40
| – | – | ﹤0.01% | 1106 |
|
|
2015
Q4 | $3.25K | Buy |
+40
| New | +$3.25K | ﹤0.01% | 1163 |
|