Lehman & Derafelo Financial Resources’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 | – | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $79K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $67K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $36K | Buy |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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