BWA
Burt Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26
| Closed | -$10K | – | 222 |
|
|
2020
Q4 | $10K | Buy |
26
+15
| +136% | +$5.77K | ﹤0.01% | 280 |
|
|
2020
Q3 | $4K | Hold |
11
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 315 |
|
|
2020
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $4K | Hold |
11
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 309 |
|
|
2019
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 309 |
|
|
2019
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 317 |
|
|
2018
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 313 |
|
|
2018
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 342 |
|
|
2018
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 330 |
|
|
2018
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 335 |
|
|
2017
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 370 |
|
|
2017
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 315 |
|
|
2016
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 350 |
|
|
2016
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 354 |
|
|
2016
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 453 |
|
|
2015
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 453 |
|
|
2015
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 344 |
|
|
2015
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 349 |
|
|
2015
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 319 |
|
|
2014
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 307 |
|