CT Financial Advisors’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
Q1 | $124K | Sell |
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|
2016
Q4 | $120K | Sell |
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|
2016
Q3 | $118K | Sell |
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|
2016
Q2 | $139K | Sell |
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|
2016
Q1 | $136K | Buy |
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|
2015
Q4 | $135K | Buy |
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|
2015
Q3 | $127K | Hold |
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|
2015
Q2 | $136K | Sell |
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|
2015
Q1 | $139K | Buy |
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|
2014
Q4 | $124K | Buy |
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|
2014
Q1 | $139K | Buy |
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