CRB
Chad R. Baker’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-800
| Closed | -$212K | – | 59 |
|
|
2018
Q1 | $212K | Hold |
800
| – | – | 0.08% | 59 |
|
|
2017
Q4 | $215K | Hold |
800
| – | – | 0.08% | 57 |
|
|
2017
Q3 | $202K | Buy |
+800
| New | +$202K | 0.08% | 59 |
|
|
2017
Q1 | – | Sell |
-1,140
| Closed | -$256K | – | 61 |
|
|
2016
Q4 | $256K | Hold |
1,140
| – | – | 0.11% | 58 |
|
|
2016
Q3 | $248K | Hold |
1,140
| – | – | 0.11% | 59 |
|
|
2016
Q2 | $240K | Hold |
1,140
| – | – | 0.11% | 58 |
|
|
2016
Q1 | $236K | Hold |
1,140
| – | – | 0.11% | 58 |
|
|
2015
Q4 | $234K | Buy |
+1,140
| New | +$234K | 0.1% | 59 |
|