Bellwether Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $241K | Hold |
897
| – | – | 0.97% | 50 |
|
|
2017
Q3 | $227K | Hold |
897
| – | – | 1.07% | 48 |
|
|
2017
Q2 | $218K | Hold |
897
| – | – | 1.01% | 51 |
|
|
2017
Q1 | $213K | Sell |
897
-183
| -17% | -$43.5K | 0.56% | 50 |
|
|
2016
Q4 | $243K | Buy |
+1,080
| New | +$243K | 0.22% | 112 |
|
|
2016
Q2 | $38K | Buy |
+181
| New | +$38K | 0.04% | 272 |
|