PFG Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$4.73K | – | 232 |
|
|
2023
Q4 | $4.73K | Sell |
63
-50
| -44% | -$3.76K | ﹤0.01% | 159 |
|
|
2023
Q3 | $7.73K | Sell |
113
-98
| -46% | -$6.71K | 0.01% | 195 |
|
|
2023
Q2 | $14.9K | Hold |
211
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $13.5K | Sell |
211
-1,746
| -89% | -$112K | 0.01% | 185 |
|
|
2022
Q4 | $114K | Buy |
1,957
+1,810
| +1,231% | +$105K | 0.07% | 78 |
|
|
2022
Q3 | $9K | Buy |
147
+33
| +29% | +$2.02K | 0.01% | 191 |
|
|
2022
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 207 |
|
|
2021
Q4 | $10K | Buy |
114
+67
| +143% | +$5.88K | 0.01% | 200 |
|
|
2021
Q3 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 249 |
|