Prestige Wealth Management Group’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
Q3 | – | Sell |
-356
| Closed | -$18K | – | 902 |
|
|
2020
Q2 | $18K | Hold |
356
| – | – | 0.01% | 348 |
|
|
2020
Q1 | $15K | Sell |
356
-76
| -18% | -$3.2K | 0.01% | 323 |
|
|
2019
Q4 | $21K | Sell |
432
-4
| -0.9% | -$194 | 0.01% | 293 |
|
|
2019
Q3 | $20K | Hold |
436
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $20K | Sell |
436
-48
| -10% | -$2.2K | 0.01% | 275 |
|
|
2019
Q1 | $21K | Hold |
484
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $18K | Buy |
+484
| New | +$18K | 0.01% | 326 |
|