CWSR
Chessman Wealth Strategies RIA’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,549
| Closed | -$1.07M | – | 6 |
|
|
2019
Q2 | $1.07M | Sell |
3,549
-31,354
| -90% | -$9.43M | 5.8% | 10 |
|
|
2019
Q1 | $9.93M | Sell |
34,903
-23
| -0.1% | -$6.55K | 8.49% | 6 |
|
|
2018
Q4 | $8.79M | Sell |
34,926
-3,307
| -9% | -$832K | 9.36% | 6 |
|
|
2018
Q3 | $11.2M | Sell |
38,233
-1,715
| -4% | -$502K | 9.85% | 3 |
|
|
2018
Q2 | $10.9M | Sell |
39,948
-1,547
| -4% | -$422K | 9.61% | 4 |
|
|
2018
Q1 | $11M | Sell |
41,495
-3,741
| -8% | -$993K | 13.87% | 3 |
|
|
2017
Q4 | $12.2M | Buy |
+45,236
| New | +$12.2M | 12.16% | 1 |
|