Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-20,000
| Closed | -$526K | – | 196 |
|
|
2014
Q2 | $526K | Sell |
20,000
-20,000
| -50% | -$526K | 0.08% | 158 |
|
|
2014
Q1 | $998K | Hold |
40,000
| – | – | 0.14% | 144 |
|
|
2013
Q4 | $988K | Hold |
40,000
| – | – | 0.13% | 150 |
|
|
2013
Q3 | $894K | Hold |
40,000
| – | – | 0.11% | 156 |
|
|
2013
Q2 | $840K | Buy |
+40,000
| New | +$840K | 0.1% | 157 |
|