EMA
Efficient Market 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $12M | Buy |
50,371
+26,283
| +109% | +$6.24M | 1.64% | 16 |
|
|
2016
Q4 | $5.42M | Buy |
+24,088
| New | +$5.42M | 0.81% | 18 |
|
|
2016
Q1 | – | Sell |
-306
| Closed | -$63K | – | 99 |
|
|
2015
Q4 | $63K | Sell |
306
-76
| -20% | -$15.6K | 0.01% | 83 |
|
|
2015
Q3 | $74K | Buy |
382
+25
| +7% | +$4.84K | 0.02% | 62 |
|
|
2015
Q2 | $74K | Hold |
357
| – | – | 0.02% | 64 |
|
|
2015
Q1 | $74K | Buy |
357
+197
| +123% | +$40.8K | 0.02% | 67 |
|
|
2014
Q4 | $33K | Sell |
160
-5
| -3% | -$1.03K | 0.01% | 89 |
|
|
2014
Q3 | $33K | Sell |
165
-30
| -15% | -$6K | 0.01% | 80 |
|
|
2014
Q2 | $38K | Sell |
195
-12
| -6% | -$2.34K | 0.01% | 74 |
|
|
2014
Q1 | $39K | Buy |
207
+91
| +78% | +$17.1K | 0.01% | 78 |
|
|
2013
Q4 | $22K | Hold |
116
| – | – | 0.01% | 84 |
|
|
2013
Q3 | $20K | Hold |
116
| – | – | 0.01% | 86 |
|
|
2013
Q2 | $19K | Buy |
+116
| New | +$19K | 0.01% | 82 |
|