Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,712
| Closed | -$164K | – | 375 |
|
|
2018
Q3 | $164K | Hold |
3,712
| – | – | 0.07% | 97 |
|
|
2018
Q2 | $151K | Hold |
3,712
| – | – | 0.07% | 99 |
|
|
2018
Q1 | $144K | Hold |
3,712
| – | – | 0.07% | 99 |
|
|
2017
Q4 | $142K | Hold |
3,712
| – | – | 0.09% | 101 |
|
|
2017
Q3 | $133K | Buy |
+3,712
| New | +$133K | 0.09% | 104 |
|
|
2015
Q4 | – | Sell |
-3,800
| Closed | -$102K | – | 536 |
|
|
2015
Q3 | $102K | Hold |
3,800
| – | – | 0.13% | 89 |
|
|
2015
Q2 | $118K | Hold |
3,800
| – | – | 0.13% | 89 |
|
|
2015
Q1 | $108K | Hold |
3,800
| – | – | 0.11% | 86 |
|
|
2014
Q4 | $116K | Buy |
+3,800
| New | +$116K | 0.12% | 90 |
|