Gary Goldberg Planning Services’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
2014
Q4
$6K Sell
2014
Q3
$8K Sell
2014
Q2
$10K Hold
2014
Q1
$9K Sell
2013
Q4
$10K Hold
2013
Q3
$9K Hold
2013
Q2
$9K Buy