BPWA
Beacon Pointe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $29.6M | Sell |
91,459
-1,469
| -2% | -$475K | 5.44% | 1 |
|
|
2019
Q3 | $27.7M | Buy |
92,928
+7,991
| +9% | +$2.39M | 5.84% | 1 |
|
|
2019
Q2 | $25M | Buy |
84,937
+1,258
| +2% | +$371K | 5.29% | 1 |
|
|
2019
Q1 | $23.8M | Buy |
83,679
+2,939
| +4% | +$836K | 5.43% | 1 |
|
|
2018
Q4 | $20.3M | Buy |
+80,740
| New | +$20.3M | 7.33% | 1 |
|