American Economic Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $511K | Hold |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $1.24M | Sell |
|
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $1.65M | Buy |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.62M | Sell |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $2.43M | Sell |
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|
2016
Q4 | $2.51M | Buy |
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|
2016
Q3 | $2.28M | Buy |
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|
2016
Q2 | $2.08M | Buy |
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|
2016
Q1 | $890K | Buy |
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|
2015
Q4 | $843K | Buy |
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|
2015
Q3 | $735K | Sell |
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|
2015
Q2 | $791K | Buy |
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|
2015
Q1 | $751K | Buy |
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|
2014
Q4 | $346K | Buy |
|