CapWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,632
| Closed | -$208K | – | 101 |
|
|
2019
Q2 | $208K | Buy |
+4,632
| New | +$208K | 0.03% | 95 |
|
|
2018
Q4 | – | Sell |
-4,632
| Closed | -$205K | – | 103 |
|
|
2018
Q3 | $205K | Buy |
+4,632
| New | +$205K | 0.03% | 105 |
|
|
2016
Q4 | – | Sell |
-848
| Closed | -$26K | – | 173 |
|
|
2016
Q3 | $26K | Hold |
848
| – | – | 0.01% | 169 |
|
|
2016
Q2 | $25K | Hold |
848
| – | – | 0.01% | 174 |
|
|
2016
Q1 | $25K | Buy |
+848
| New | +$25K | 0.01% | 182 |
|