Catamount Wealth Management’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
Q1 | – | Sell |
-676
| Closed | -$26K | – | 190 |
|
|
2017
Q4 | $26K | Hold |
676
| – | – | 0.01% | 107 |
|
|
2017
Q3 | $24K | Hold |
676
| – | – | 0.01% | 108 |
|
|
2017
Q2 | $23K | Hold |
676
| – | – | 0.01% | 111 |
|
|
2017
Q1 | $22K | Hold |
676
| – | – | 0.02% | 113 |
|
|
2016
Q4 | $21K | Hold |
676
| – | – | 0.02% | 97 |
|
|
2016
Q3 | $20K | Buy |
+676
| New | +$20K | 0.02% | 97 |
|
|
2015
Q4 | – | Sell |
-240
| Closed | -$6K | – | 141 |
|
|
2015
Q3 | $6K | Hold |
240
| – | – | 0.01% | 105 |
|
|
2015
Q2 | $7K | Hold |
240
| – | – | 0.01% | 130 |
|
|
2015
Q1 | $7K | Hold |
240
| – | – | 0.01% | 113 |
|
|
2014
Q4 | $7K | Buy |
+240
| New | +$7K | 0.01% | 97 |
|