Martel Wealth Advisors’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 | $295K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $1.6M | Sell |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $578K | Sell |
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|
2019
Q3 | $559K | Sell |
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|
2019
Q2 | $609K | Sell |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $629K | Buy |
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