DPA
Delphi Private Advisors’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
Q3 | – | Sell |
-331
| Closed | -$90K | – | 78 |
|
|
2018
Q2 | $90K | Buy |
331
+50
| +18% | +$13.6K | 0.3% | 25 |
|
|
2018
Q1 | $75K | Sell |
281
-60
| -18% | -$16K | 0.3% | 26 |
|
|
2017
Q4 | $92K | Sell |
341
-40
| -10% | -$10.8K | 0.23% | 38 |
|
|
2017
Q3 | $96K | Hold |
381
| – | – | 0.28% | 20 |
|
|
2017
Q2 | $93K | Sell |
381
-15
| -4% | -$3.66K | 0.19% | 24 |
|
|
2017
Q1 | $94K | Buy |
+396
| New | +$94K | 0.17% | 21 |
|