WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,372
| Closed | -$201K | – | 80 |
|
|
2020
Q3 | $201K | Buy |
+3,372
| New | +$201K | 0.1% | 70 |
|
|
2019
Q4 | – | Sell |
-5,992
| Closed | -$270K | – | 85 |
|
|
2019
Q3 | $270K | Sell |
5,992
-500
| -8% | -$22.5K | 0.13% | 69 |
|
|
2019
Q2 | $290K | Hold |
6,492
| – | – | 0.15% | 66 |
|
|
2019
Q1 | $279K | Buy |
+6,492
| New | +$279K | 0.15% | 69 |
|
|
2018
Q4 | – | Hold |
0
| – | -$57K | – | 67 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 125 |
|