New Potomac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.5K | Buy |
+360
| New | +$34.5K | 0.02% | 127 |
|
|
2020
Q4 | – | Sell |
-360
| Closed | -$21K | – | 92 |
|
|
2020
Q3 | $21K | Hold |
360
| – | – | 0.02% | 106 |
|
|
2020
Q2 | $19K | Hold |
360
| – | – | 0.02% | 109 |
|
|
2020
Q1 | $15K | Hold |
360
| – | – | 0.02% | 111 |
|
|
2019
Q4 | $17K | Hold |
360
| – | – | 0.02% | 120 |
|
|
2019
Q3 | $16K | Hold |
360
| – | – | 0.02% | 122 |
|
|
2019
Q2 | $16K | Hold |
360
| – | – | 0.02% | 122 |
|
|
2019
Q1 | $16K | Sell |
360
-40
| -10% | -$1.78K | 0.02% | 121 |
|
|
2018
Q4 | $15K | Hold |
400
| – | – | 0.02% | 131 |
|
|
2018
Q3 | $18K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2018
Q2 | $16K | Hold |
400
| – | – | 0.02% | 125 |
|
|
2018
Q1 | $16K | Hold |
400
| – | – | 0.02% | 125 |
|
|
2017
Q4 | $15K | Buy |
+400
| New | +$15K | 0.01% | 125 |
|