GWA
Guidant Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.64M | Sell |
25,791
-883
| -3% | -$159K | 1.73% | 19 |
|
|
2019
Q2 | $4.78M | Sell |
26,674
-1,095
| -4% | -$196K | 1.85% | 19 |
|
|
2019
Q1 | $4.79M | Sell |
27,769
-1,459
| -5% | -$251K | 1.86% | 19 |
|
|
2018
Q4 | $4.4M | Buy |
+29,228
| New | +$4.4M | 2.05% | 18 |
|
|
2017
Q3 | – | Sell |
-34,409
| Closed | -$4.73M | – | 208 |
|
|
2017
Q2 | $4.73M | Sell |
34,409
-6,757
| -16% | -$929K | 2.44% | 13 |
|
|
2017
Q1 | $5.4M | Sell |
41,166
-9,847
| -19% | -$1.29M | 2.83% | 11 |
|
|
2016
Q4 | $6.35M | Sell |
51,013
-27,751
| -35% | -$3.45M | 3.6% | 6 |
|
|
2016
Q3 | $9.52M | Buy |
+78,764
| New | +$9.52M | 5.86% | 1 |
|