EA
Edge 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
Q2 | $5.34M | Buy |
19,545
+88
| +0.5% | +$24K | 0.48% | 56 |
|
|
2018
Q1 | $5.16M | Sell |
19,457
-283
| -1% | -$75.1K | 0.49% | 56 |
|
|
2017
Q4 | $5.31M | Buy |
19,740
+1,663
| +9% | +$447K | 0.52% | 52 |
|
|
2017
Q3 | $4.57M | Hold |
18,077
| – | – | 0.5% | 56 |
|
|
2017
Q2 | $4.4M | Sell |
18,077
-54
| -0.3% | -$13.1K | 0.5% | 51 |
|
|
2017
Q1 | $4.3M | Buy |
18,131
+550
| +3% | +$130K | 0.53% | 48 |
|
|
2016
Q4 | $3.96M | Buy |
+17,581
| New | +$3.96M | 0.51% | 50 |
|