ABFS
Appropriate Balance Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $6.11K | Buy |
1,544
+89
| +6% | +$352 | 0.3% | 19 |
|
|
2017
Q2 | $5.98K | Hold |
1,455
| – | – | 0.3% | 19 |
|
|
2017
Q1 | $6.14K | Sell |
1,455
-4,747
| -77% | -$20K | 0.31% | 20 |
|
|
2016
Q4 | $1.4M | Buy |
6,202
+3,489
| +129% | +$785K | 0.85% | 15 |
|
|
2016
Q3 | $590K | Sell |
2,713
-159
| -6% | -$34.6K | 0.38% | 22 |
|
|
2016
Q2 | $604K | Sell |
2,872
-1,325
| -32% | -$279K | 0.4% | 19 |
|
|
2016
Q1 | $867K | Buy |
+4,197
| New | +$867K | 0.6% | 14 |
|