Apriem Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$12K | – | 251 |
|
|
2018
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 403 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$10K | – | 331 |
|
|
2017
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2016
Q4 | $9K | Sell |
300
-1,220
| -80% | -$36.6K | ﹤0.01% | 449 |
|
|
2016
Q3 | $46K | Buy |
+1,520
| New | +$46K | 0.01% | 230 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$116K | – | 598 |
|
|
2015
Q4 | $116K | Buy |
+4,000
| New | +$116K | 0.04% | 128 |
|