Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.67M | Sell |
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|
2017
Q1 | $1.67M | Sell |
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|
2016
Q4 | $1.61M | Buy |
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|
2016
Q3 | $1.53M | Sell |
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|
2016
Q2 | $1.52M | Buy |
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|
2016
Q1 | $1.48M | Sell |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.42M | Sell |
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|
2015
Q2 | $1.83M | Sell |
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|
2015
Q1 | $1.85M | Buy |
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|
2014
Q4 | $1.81M | Buy |
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