Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$18K | – | 316 |
|
|
2019
Q2 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 278 |
|
|
2016
Q2 | – | Sell |
-14,220
| Closed | -$412K | – | 548 |
|
|
2016
Q1 | $412K | Sell |
14,220
-49,488
| -78% | -$1.43M | 0.03% | 231 |
|
|
2015
Q4 | $1.85M | Buy |
+63,708
| New | +$1.85M | 0.14% | 126 |
|
|
2015
Q2 | – | Sell |
-3,400
| Closed | -$97K | – | 913 |
|
|
2015
Q1 | $97K | Buy |
+3,400
| New | +$97K | 0.01% | 369 |
|