Highline Wealth Partners’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 | – | Sell |
-263
| Closed | -$24.3K | – | 617 |
|
|
2024
Q2 | $24.3K | Hold |
263
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $22.2K | Hold |
263
| – | – | 0.01% | 165 |
|
|
2023
Q4 | $19.8K | Hold |
263
| – | – | 0.01% | 162 |
|
|
2023
Q3 | $18K | Buy |
+263
| New | +$18K | 0.01% | 154 |
|
|
2022
Q4 | – | Sell |
-45
| Closed | -$2.6K | – | 340 |
|
|
2022
Q3 | $2.6K | Buy |
+45
| New | +$2.6K | ﹤0.01% | 199 |
|