BAM
Bruderman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15
| Closed | -$3K | – | 390 |
|
|
2016
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 371 |
|
|
2015
Q4 | $3K | Sell |
15
-10
| -40% | -$2K | ﹤0.01% | 379 |
|
|
2015
Q3 | $5K | Sell |
25
-5
| -17% | -$1K | ﹤0.01% | 377 |
|
|
2015
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 377 |
|
|
2015
Q1 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 371 |
|