Boyar Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-16,226
| Closed | -$3.21M | – | 68 |
|
|
2014
Q3 | $3.21M | Buy |
16,226
+7,198
| +80% | +$1.42M | 2.47% | 12 |
|
|
2014
Q2 | $1.78M | Buy |
9,028
+1,136
| +14% | +$224K | 1.41% | 32 |
|
|
2014
Q1 | $1.49M | Buy |
7,892
+2,201
| +39% | +$414K | 1.21% | 34 |
|
|
2013
Q4 | $1.06M | Buy |
5,691
+2,688
| +90% | +$499K | 0.88% | 39 |
|
|
2013
Q3 | $507K | Buy |
+3,003
| New | +$507K | 0.49% | 49 |
|