Gary Goldberg Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $6K | Sell |
30
-10
| -25% | -$2K | ﹤0.01% | 383 |
|
|
2014
Q3 | $8K | Sell |
40
-10
| -20% | -$2K | ﹤0.01% | 393 |
|
|
2014
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 350 |
|
|
2014
Q1 | $9K | Sell |
50
-5
| -9% | -$900 | ﹤0.01% | 338 |
|
|
2013
Q4 | $10K | Hold |
55
| – | – | 0.01% | 287 |
|
|
2013
Q3 | $9K | Hold |
55
| – | – | 0.01% | 295 |
|
|
2013
Q2 | $9K | Buy |
+55
| New | +$9K | 0.01% | 304 |
|