Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$17K | – | 507 |
|
|
2019
Q1 | $17K | Hold |
400
| – | – | 0.01% | 494 |
|
|
2018
Q4 | $15K | Hold |
400
| – | – | 0.01% | 469 |
|
|
2018
Q3 | $17K | Hold |
400
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $17K | Hold |
400
| – | – | 0.01% | 407 |
|
|
2018
Q1 | $15K | Buy |
+400
| New | +$15K | 0.01% | 402 |
|