Peachtree Investment 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
2015
Q3
Sell
-3,304
Closed -$94K 175
2015
Q2
$94K Hold
3,304
0.07% 156
2015
Q1
$94K Sell
3,304
-1,996
-38% -$56.8K 0.07% 167
2014
Q4
$148K Buy
5,300
+8
+0.2% +$223 0.1% 159
2014
Q3
$141K Buy
+5,292
New +$141K 0.09% 158