Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,316
| Closed | -$76K | – | 143 |
|
|
2022
Q3 | $76K | Hold |
1,316
| – | – | 0.02% | 114 |
|
|
2022
Q2 | $79K | Buy |
+1,316
| New | +$79K | 0.02% | 118 |
|
|
2021
Q4 | – | Sell |
-1,044
| Closed | -$77K | – | 143 |
|
|
2021
Q3 | $77K | Hold |
1,044
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $76K | Hold |
1,044
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $68K | Hold |
1,044
| – | – | 0.02% | 141 |
|
|
2020
Q4 | $67K | Hold |
1,044
| – | – | 0.02% | 139 |
|
|
2020
Q3 | $60K | Hold |
1,044
| – | – | 0.02% | 129 |
|
|
2020
Q2 | $54K | Buy |
1,044
+308
| +42% | +$15.9K | 0.02% | 122 |
|
|
2020
Q1 | $30K | Hold |
736
| – | – | 0.01% | 125 |
|
|
2019
Q4 | $36K | Buy |
736
+640
| +667% | +$31.3K | 0.01% | 142 |
|
|
2019
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 178 |
|
|
2019
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 171 |
|
|
2019
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 170 |
|
|
2018
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 159 |
|