BlueSky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,733
| Closed | -$505K | – | 68 |
|
|
2022
Q3 | $505K | Buy |
8,733
+970
| +12% | +$56.1K | 0.12% | 44 |
|
|
2022
Q2 | $468K | Hold |
7,763
| – | – | 0.1% | 46 |
|
|
2022
Q1 | $593K | Hold |
7,763
| – | – | 0.12% | 45 |
|
|
2021
Q4 | $650K | Sell |
7,763
-58
| -0.7% | -$4.86K | 0.12% | 38 |
|
|
2021
Q3 | $578K | Hold |
7,821
| – | – | 0.11% | 38 |
|
|
2021
Q2 | $584K | Hold |
7,821
| – | – | 0.11% | 38 |
|
|
2021
Q1 | $538K | Buy |
+7,821
| New | +$538K | 0.12% | 37 |
|