Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $313K | Hold |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $258K | Hold |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $200K | Buy |
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