Capital Directions Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $78.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $82K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
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