Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $200K | Buy |
+2,396
| New | +$200K | 0.06% | 178 |
|
|
2018
Q3 | – | Sell |
-1,860
| Closed | -$76K | – | 280 |
|
|
2018
Q2 | $76K | Buy |
1,860
+1,120
| +151% | +$45.8K | 0.05% | 220 |
|
|
2018
Q1 | $29K | Hold |
740
| – | – | 0.02% | 275 |
|
|
2017
Q4 | $28K | Hold |
740
| – | – | 0.02% | 268 |
|
|
2017
Q3 | $27K | Buy |
+740
| New | +$27K | 0.02% | 268 |
|