Placemark Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.86M | Buy |
138,252
+14,176
| +11% | +$396K | 0.07% | 359 |
|
|
2014
Q3 | $3.31M | Buy |
124,076
+38,524
| +45% | +$1.03M | 0.06% | 373 |
|
|
2014
Q2 | $2.25M | Sell |
85,552
-141,304
| -62% | -$3.72M | 0.04% | 526 |
|
|
2014
Q1 | $5.66M | Buy |
226,856
+110,212
| +94% | +$2.75M | 0.11% | 213 |
|
|
2013
Q4 | $2.88M | Sell |
116,644
-2,684
| -2% | -$66.2K | 0.05% | 444 |
|
|
2013
Q3 | $2.67M | Buy |
119,328
+90,528
| +314% | +$2.02M | 0.05% | 425 |
|
|
2013
Q2 | $606K | Buy |
+28,800
| New | +$606K | 0.01% | 964 |
|