Torch Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $342K | Sell |
|
|||||
|
2019
Q3 | $320K | Hold |
|
|||||
|
2019
Q2 | $319K | Sell |
|
|||||
|
2019
Q1 | $307K | Hold |
|
|||||
|
2018
Q4 | $268K | Hold |
|
|||||
|
2018
Q3 | $315K | Sell |
|
|||||
|
2018
Q2 | $306K | Hold |
|
|||||
|
2018
Q1 | $291K | Sell |
|
|||||
|
2017
Q4 | $308K | Hold |
|
|||||
|
2017
Q3 | $289K | Sell |
|
|||||
|
2017
Q2 | $672K | Hold |
|
|||||
|
2017
Q1 | $646K | Buy |
|
|||||
|
2016
Q4 | $592K | Sell |
|
|||||
|
2016
Q3 | $598K | Sell |
|
|||||
|
2016
Q2 | $575K | Hold |
|
|||||
|
2016
Q1 | $572K | Hold |
|
|||||
|
2015
Q4 | $571K | Hold |
|
|||||
|
2015
Q3 | $532K | Sell |
|
|||||
|
2015
Q2 | $569K | Buy |
|
|||||
|
2015
Q1 | $501K | Sell |
|
|||||
|
2014
Q4 | $492K | Sell |
|
|||||
|
2014
Q3 | $476K | Buy |
|
|||||
|
2014
Q2 | $440K | Sell |
|
|||||
|
2014
Q1 | $435K | Hold |
|
|||||
|
2013
Q4 | $430K | Buy |
|