Concert Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $4.69M | Sell |
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|
2016
Q4 | $4.93M | Sell |
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|
2016
Q3 | $10.3M | Buy |
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|
2016
Q2 | $4.47M | Sell |
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|
2016
Q1 | $4.5M | Sell |
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|
2015
Q4 | $5.35M | Sell |
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|
2015
Q3 | $6.97M | Buy |
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|
2015
Q2 | $3.45M | Sell |
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|
2015
Q1 | $3.91M | Buy |
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|
2014
Q4 | $7.98M | Buy |
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|
2014
Q3 | $2.78M | Sell |
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|
2014
Q2 | $2.87M | Sell |
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|
2014
Q1 | $12.2M | Sell |
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|
2013
Q4 | $13.2M | Buy |
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|
2013
Q3 | $1.85M | Buy |
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|
2013
Q2 | $1.7M | Buy |
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