ATFA
All Terrain Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,615
| Closed | -$2.11M | – | 81 |
|
|
2020
Q4 | $2.11M | Buy |
+5,615
| New | +$2.11M | 0.82% | 26 |
|
|
2020
Q1 | – | Sell |
-2,023
| Closed | -$654K | – | 126 |
|
|
2019
Q4 | $654K | Buy |
2,023
+1
| +0% | +$323 | 0.21% | 55 |
|
|
2019
Q3 | $605K | Hold |
2,022
| – | – | 0.2% | 60 |
|
|
2019
Q2 | $596K | Hold |
2,022
| – | – | 0.2% | 60 |
|
|
2019
Q1 | $575K | Sell |
2,022
-700
| -26% | -$199K | 0.2% | 59 |
|
|
2018
Q4 | $685K | Buy |
2,722
+948
| +53% | +$239K | 0.27% | 52 |
|
|
2018
Q3 | $519K | Sell |
1,774
-209
| -11% | -$61.1K | 0.21% | 74 |
|
|
2018
Q2 | $542K | Buy |
1,983
+600
| +43% | +$164K | 0.24% | 67 |
|
|
2018
Q1 | $367K | Sell |
1,383
-304
| -18% | -$80.7K | 0.17% | 88 |
|
|
2017
Q4 | $454K | Buy |
+1,687
| New | +$454K | 0.21% | 72 |
|