Permanens Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-800
| Closed | -$33K | – | 121 |
|
|
2020
Q1 | $33K | Hold |
800
| – | – | 0.01% | 70 |
|
|
2019
Q4 | $39K | Hold |
800
| – | – | 0.01% | 82 |
|
|
2019
Q3 | $36K | Hold |
800
| – | – | 0.01% | 64 |
|
|
2019
Q2 | $36K | Sell |
800
-88
| -10% | -$3.96K | 0.01% | 60 |
|
|
2019
Q1 | $38K | Buy |
+888
| New | +$38K | 0.01% | 52 |
|