Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.73M | Sell |
60,588
-1,000
| -2% | -$28.5K | 0.08% | 197 |
|
|
2014
Q4 | $1.72M | Hold |
61,588
| – | – | 0.08% | 195 |
|
|
2014
Q3 | $1.65M | Buy |
61,588
+13,496
| +28% | +$360K | 0.08% | 197 |
|
|
2014
Q2 | $1.27M | Hold |
48,092
| – | – | 0.06% | 218 |
|
|
2014
Q1 | $1.2M | Sell |
48,092
-1,840
| -4% | -$45.9K | 0.06% | 223 |
|
|
2013
Q4 | $1.23M | Buy |
49,932
+9,600
| +24% | +$237K | 0.06% | 219 |
|
|
2013
Q3 | $901K | Sell |
40,332
-4,800
| -11% | -$107K | 0.05% | 239 |
|
|
2013
Q2 | $948K | Buy |
+45,132
| New | +$948K | 0.06% | 229 |
|