Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,858
| Closed | -$565K | – | 73 |
|
|
2020
Q4 | $565K | Sell |
8,858
-1,226
| -12% | -$78.2K | 0.41% | 48 |
|
|
2020
Q3 | $583K | Sell |
10,084
-6,412
| -39% | -$371K | 0.57% | 40 |
|
|
2020
Q2 | $856K | Buy |
16,496
+8
| +0% | +$415 | 0.87% | 34 |
|
|
2020
Q1 | $680K | Buy |
16,488
+2,152
| +15% | +$88.8K | 0.71% | 40 |
|
|
2019
Q4 | $694K | Hold |
14,336
| – | – | 0.58% | 41 |
|
|
2019
Q3 | $645K | Buy |
14,336
+5,764
| +67% | +$259K | 0.58% | 40 |
|
|
2019
Q2 | $384K | Buy |
+8,572
| New | +$384K | 0.41% | 42 |
|