CFO4Life’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $565K | Buy |
2,510
+255
| +11% | +$57.4K | 0.47% | 33 |
|
|
2016
Q3 | $491K | Sell |
2,255
-533
| -19% | -$116K | 0.43% | 40 |
|
|
2016
Q2 | $587K | Buy |
2,788
+198
| +8% | +$41.7K | 0.5% | 33 |
|
|
2016
Q1 | $535K | Sell |
2,590
-6,945
| -73% | -$1.43M | 0.48% | 35 |
|
|
2015
Q4 | $1.95M | Buy |
9,535
+2,614
| +38% | +$535K | 1.85% | 13 |
|
|
2015
Q3 | $1.33M | Buy |
6,921
+4,981
| +257% | +$960K | 1.42% | 14 |
|
|
2015
Q2 | $402K | Buy |
+1,940
| New | +$402K | 0.34% | 52 |
|