GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.5M | Sell |
15,716
-145
| -0.9% | -$13.9K | 0.11% | 157 |
|
|
2024
Q2 | $1.47M | Sell |
15,861
-302
| -2% | -$27.9K | 0.11% | 153 |
|
|
2024
Q1 | $1.36M | Sell |
16,163
-1,555
| -9% | -$131K | 0.11% | 160 |
|
|
2023
Q4 | $1.33M | Sell |
17,718
-632
| -3% | -$47.5K | 0.11% | 160 |
|
|
2023
Q3 | $1.26M | Hold |
18,350
| – | – | 0.12% | 154 |
|
|
2023
Q2 | $1.29M | Buy |
+18,350
| New | +$1.29M | 0.12% | 156 |
|
|
2022
Q3 | – | Sell |
-4,092
| Closed | -$247K | – | 199 |
|
|
2022
Q2 | $247K | Buy |
+4,092
| New | +$247K | 0.07% | 163 |
|