Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $33.3K | Sell |
472
-256
| -35% | -$18K | 0.02% | 242 |
|
|
2023
Q1 | $46.5K | Hold |
728
| – | – | 0.03% | 222 |
|
|
2022
Q4 | $42.6K | Hold |
728
| – | – | 0.02% | 228 |
|
|
2022
Q3 | $42K | Hold |
728
| – | – | 0.02% | 236 |
|
|
2022
Q2 | $44K | Sell |
728
-380
| -34% | -$23K | 0.02% | 241 |
|
|
2022
Q1 | $85K | Sell |
1,108
-143
| -11% | -$11K | 0.03% | 223 |
|
|
2021
Q4 | $105K | Buy |
1,251
+67
| +6% | +$5.62K | 0.04% | 176 |
|
|
2021
Q3 | $88K | Hold |
1,184
| – | – | 0.04% | 188 |
|
|
2021
Q2 | $86K | Sell |
1,184
-1,192
| -50% | -$86.6K | 0.04% | 188 |
|
|
2021
Q1 | $155K | Buy |
2,376
+88
| +4% | +$5.74K | 0.08% | 139 |
|
|
2020
Q4 | $146K | Buy |
+2,288
| New | +$146K | 0.14% | 125 |
|