Fulcrum Capital’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
2018
Q4
Sell
-45,600
Closed -$2.02M 58
2018
Q3
$2.02M Sell
45,600
-5,120
-10% -$227K 0.79% 38
2018
Q2
$2.06M Hold
50,720
0.98% 33
2018
Q1
$1.97M Sell
50,720
-15,316
-23% -$594K 0.64% 42
2017
Q4
$2.52M Buy
+66,036
New +$2.52M 0.82% 39