Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-180
| Closed | -$8K | – | 316 |
|
|
2019
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 453 |
|
|
2019
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $7K | Sell |
180
-376
| -68% | -$14.6K | ﹤0.01% | 431 |
|
|
2018
Q3 | $25K | Buy |
556
+180
| +48% | +$8.09K | ﹤0.01% | 377 |
|
|
2018
Q2 | $15K | Buy |
376
+204
| +119% | +$8.14K | ﹤0.01% | 361 |
|
|
2018
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 449 |
|
|
2015
Q3 | – | Sell |
-8,976
| Closed | -$256K | – | 167 |
|
|
2015
Q2 | $256K | Buy |
+8,976
| New | +$256K | 0.02% | 212 |
|