HCM
Howland Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,404
| Closed | -$408K | – | 284 |
|
2024
Q2 | $408K | Buy |
+4,404
| New | +$408K | 0.02% | 204 |
|
2022
Q4 | – | Sell |
-3,631
| Closed | -$210K | – | 263 |
|
2022
Q3 | $210K | Hold |
3,631
| – | – | 0.01% | 237 |
|
2022
Q2 | $219K | Hold |
3,631
| – | – | 0.01% | 234 |
|
2022
Q1 | $277K | Buy |
+3,631
| New | +$277K | 0.01% | 193 |
|