Opes Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,400
| Closed | -$248K | – | 50 |
|
|
2018
Q1 | $248K | Hold |
6,400
| – | – | 0.2% | 35 |
|
|
2017
Q4 | $244K | Buy |
+6,400
| New | +$244K | 0.17% | 39 |
|
|
2017
Q3 | – | Sell |
-6,400
| Closed | -$226K | – | 44 |
|
|
2017
Q2 | $226K | Hold |
6,400
| – | – | 0.14% | 55 |
|
|
2017
Q1 | $210K | Buy |
+6,400
| New | +$210K | 0.15% | 52 |
|