YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.89M | Sell |
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|
2022
Q3 | $3.87M | Hold |
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|
2022
Q2 | $4.04M | Buy |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $5.51M | Buy |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $4.78M | Buy |
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|
2021
Q1 | $4.28M | Sell |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $3.75M | Buy |
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|
2020
Q2 | $3.37M | Buy |
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|
2020
Q1 | $2.66M | Sell |
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|
2019
Q4 | $3.13M | Buy |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.7M | Sell |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.76M | Sell |
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|
2018
Q2 | $1.61M | Hold |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.45M | Buy |
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|
2017
Q2 | $1.36M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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