1919 Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $47K | Hold |
235
| – | – | ﹤0.01% | 708 |
|
|
2014
Q2 | $47K | Hold |
235
| – | – | ﹤0.01% | 711 |
|
|
2014
Q1 | $45K | Sell |
235
-516
| -69% | -$98.8K | ﹤0.01% | 693 |
|
|
2013
Q4 | $140K | Hold |
751
| – | – | ﹤0.01% | 568 |
|
|
2013
Q3 | $127K | Buy |
751
+50
| +7% | +$8.46K | ﹤0.01% | 572 |
|
|
2013
Q2 | $113K | Buy |
+701
| New | +$113K | ﹤0.01% | 572 |
|