Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $356K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $395K | Sell |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $211K | Buy |
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