Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$15K | – | 49 |
|
|
2016
Q3 | $15K | Hold |
500
| – | – | 0.01% | 49 |
|
|
2016
Q2 | $15K | Hold |
500
| – | – | 0.01% | 52 |
|
|
2016
Q1 | $14K | Hold |
500
| – | – | 0.01% | 48 |
|
|
2015
Q4 | $14K | Hold |
500
| – | – | 0.01% | 54 |
|
|
2015
Q3 | $13K | Hold |
500
| – | – | 0.01% | 54 |
|
|
2015
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 51 |
|
|
2015
Q1 | – | Sell |
-64
| Closed | -$2K | – | 47 |
|
|
2014
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 70 |
|