Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.77K | Sell |
106
-124
| -54% | -$7.92K | ﹤0.01% | 155 |
|
|
2022
Q4 | $13.5K | Sell |
230
-1,226
| -84% | -$71.7K | 0.01% | 141 |
|
|
2022
Q3 | $84K | Sell |
1,456
-1,835
| -56% | -$106K | 0.04% | 67 |
|
|
2022
Q2 | $199K | Sell |
3,291
-1,520
| -32% | -$91.9K | 0.08% | 52 |
|
|
2022
Q1 | $367K | Sell |
4,811
-55
| -1% | -$4.2K | 0.14% | 42 |
|
|
2021
Q4 | $407K | Sell |
4,866
-1,100
| -18% | -$92K | 0.16% | 43 |
|
|
2021
Q3 | $441K | Sell |
5,966
-500
| -8% | -$37K | 0.2% | 43 |
|
|
2021
Q2 | $470K | Sell |
6,466
-650
| -9% | -$47.2K | 0.23% | 40 |
|
|
2021
Q1 | $463K | Sell |
7,116
-1,000
| -12% | -$65.1K | 0.27% | 38 |
|
|
2020
Q4 | $518K | Buy |
+8,116
| New | +$518K | 0.33% | 34 |
|