Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $33.3K | Sell |
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2023
Q1 | $46.5K | Hold |
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|
2022
Q4 | $42.6K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $146K | Buy |
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