Ten Capital Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-84
| Closed | -$5.37K | – | 371 |
|
2023
Q1 | $5.37K | Hold |
84
| – | – | ﹤0.01% | 417 |
|
2022
Q4 | $4.91K | Hold |
84
| – | – | ﹤0.01% | 389 |
|
2022
Q3 | $5K | Hold |
84
| – | – | ﹤0.01% | 408 |
|
2022
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 329 |
|
2022
Q1 | $6K | Hold |
84
| – | – | ﹤0.01% | 352 |
|
2021
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 339 |
|
2021
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 306 |
|
2021
Q2 | $6K | Hold |
84
| – | – | ﹤0.01% | 356 |
|
2021
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 298 |
|
2020
Q4 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 302 |
|