Rand Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $248K | Sell |
5,588
-96
| -2% | -$4.26K | 0.03% | 211 |
|
|
2018
Q2 | $231K | Buy |
5,684
+96
| +2% | +$3.9K | 0.03% | 215 |
|
|
2018
Q1 | $217K | Hold |
5,588
| – | – | 0.02% | 213 |
|
|
2017
Q4 | $213K | Hold |
5,588
| – | – | 0.02% | 216 |
|
|
2017
Q3 | $200K | Sell |
5,588
-400
| -7% | -$14.3K | 0.02% | 215 |
|
|
2017
Q2 | $205K | Buy |
+5,988
| New | +$205K | 0.03% | 206 |
|