AFNAS
American Financial Network Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,688
| Closed | -$1.08M | – | 111 |
|
|
2019
Q2 | $1.08M | Sell |
3,688
-82
| -2% | -$24.1K | 0.85% | 21 |
|
|
2019
Q1 | $1.06M | Sell |
3,770
-1,384
| -27% | -$390K | 0.79% | 19 |
|
|
2018
Q4 | $1.3M | Sell |
5,154
-68
| -1% | -$17.1K | 0.92% | 23 |
|
|
2018
Q3 | $1.54M | Buy |
5,222
+5,083
| +3,657% | +$1.49M | 0.81% | 28 |
|
|
2018
Q2 | $1.46K | Buy |
139
+5
| +4% | +$53 | 0.79% | 29 |
|
|
2018
Q1 | $1.39K | Sell |
134
-4,631
| -97% | -$48.1K | 0.73% | 33 |
|
|
2017
Q4 | $1.28M | Buy |
4,765
+43
| +0.9% | +$11.6K | 0.54% | 52 |
|
|
2017
Q3 | $1.19M | Buy |
+4,722
| New | +$1.19M | 0.51% | 60 |
|