Laurel Wealth Advisors (California)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $973K | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.58M | Hold |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $898K | Buy |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $867K | Buy |
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|
2019
Q3 | $493K | Buy |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $276K | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $311K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $286K | Buy |
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|
2017
Q1 | $222K | Hold |
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|
2016
Q4 | $205K | Buy |
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