Braver Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $87.4M | Buy |
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|
2016
Q3 | $69.2M | Sell |
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|
2016
Q2 | $77.5M | Buy |
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|
2016
Q1 | $66.1M | Sell |
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|
2015
Q4 | $86.6M | Buy |
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|
2015
Q3 | $70.2M | Sell |
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|
2015
Q2 | $93.3M | Sell |
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|
2015
Q1 | $104M | Sell |
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|
2014
Q4 | $107M | Buy |
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|
2014
Q3 | $64.4M | Sell |
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|
2014
Q2 | $68.6M | Sell |
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|
2014
Q1 | $66.2M | Buy |
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|
2013
Q4 | $60M | Buy |
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|
2013
Q3 | $49.7M | Sell |
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|
2013
Q2 | $48.1M | Buy |
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