Artemis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15
| Closed | -$1.04K | – | 52 |
|
|
2023
Q3 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 69 |
|
|
2023
Q2 | $1.07K | Hold |
15
| – | – | ﹤0.01% | 69 |
|
|
2023
Q1 | $969 | Hold |
15
| – | – | ﹤0.01% | 60 |
|
|
2022
Q4 | $885 | Hold |
15
| – | – | ﹤0.01% | 72 |
|
|
2022
Q3 | $871 | Hold |
15
| – | – | ﹤0.01% | 95 |
|
|
2022
Q2 | $908 | Hold |
15
| – | – | ﹤0.01% | 119 |
|
|
2022
Q1 | $1.15K | Buy |
+15
| New | +$1.15K | ﹤0.01% | 60 |
|