Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 346 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2017
Q1 | $4K | Sell |
100
-452
| -82% | -$18.1K | ﹤0.01% | 362 |
|
|
2016
Q4 | $17K | Buy |
+552
| New | +$17K | ﹤0.01% | 266 |
|
|
2016
Q2 | – | Sell |
-416
| Closed | -$12K | – | 430 |
|
|
2016
Q1 | $12K | Sell |
416
-120
| -22% | -$3.46K | 0.01% | 242 |
|
|
2015
Q4 | $16K | Buy |
+536
| New | +$16K | 0.01% | 218 |
|