Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-240
| Closed | -$14K | – | 688 |
|
|
2022
Q2 | $14K | Sell |
240
-240
| -50% | -$14K | ﹤0.01% | 505 |
|
|
2022
Q1 | $37K | Hold |
480
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $40K | Hold |
480
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $35K | Hold |
480
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $35K | Hold |
480
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $31K | Hold |
480
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $31K | Hold |
480
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $28K | Hold |
480
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $25K | Hold |
480
| – | – | ﹤0.01% | 363 |
|
|
2020
Q1 | $20K | Hold |
480
| – | – | ﹤0.01% | 376 |
|
|
2019
Q4 | $23K | Hold |
480
| – | – | ﹤0.01% | 401 |
|
|
2019
Q3 | $22K | Hold |
480
| – | – | ﹤0.01% | 399 |
|
|
2019
Q2 | $22K | Hold |
480
| – | – | ﹤0.01% | 391 |
|
|
2019
Q1 | $21K | Buy |
+480
| New | +$21K | ﹤0.01% | 395 |
|