First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $319K | Sell |
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2023
Q1 | $308K | Sell |
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2022
Q4 | $302K | Sell |
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2022
Q3 | $341K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $506K | Sell |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $376K | Hold |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $365K | Buy |
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