Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,916
| Closed | -$139K | – | 331 |
|
|
2021
Q2 | $139K | Buy |
+1,916
| New | +$139K | 0.05% | 155 |
|
|
2019
Q2 | – | Sell |
-1,900
| Closed | -$82K | – | 272 |
|
|
2019
Q1 | $82K | Hold |
1,900
| – | – | 0.05% | 153 |
|
|
2018
Q4 | $71K | Hold |
1,900
| – | – | 0.05% | 154 |
|
|
2018
Q3 | $84K | Hold |
1,900
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $79K | Hold |
1,900
| – | – | 0.05% | 169 |
|
|
2018
Q1 | $73K | Hold |
1,900
| – | – | 0.06% | 170 |
|
|
2017
Q4 | $73K | Buy |
+1,900
| New | +$73K | 0.05% | 169 |
|