GWA
Guidant Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $274K | Sell |
919
-34
| -4% | -$10.1K | 0.1% | 96 |
|
|
2019
Q2 | $281K | Sell |
953
-1,709
| -64% | -$504K | 0.11% | 98 |
|
|
2019
Q1 | $757K | Buy |
2,662
+1,639
| +160% | +$466K | 0.29% | 59 |
|
|
2018
Q4 | $257K | Buy |
+1,023
| New | +$257K | 0.12% | 76 |
|
|
2017
Q3 | – | Sell |
-2,907
| Closed | -$709K | – | 207 |
|
|
2017
Q2 | $709K | Buy |
2,907
+205
| +8% | +$50K | 0.37% | 49 |
|
|
2017
Q1 | $638K | Sell |
2,702
-219
| -7% | -$51.7K | 0.33% | 52 |
|
|
2016
Q4 | $667K | Sell |
2,921
-215
| -7% | -$49.1K | 0.38% | 49 |
|
|
2016
Q3 | $677K | Buy |
+3,136
| New | +$677K | 0.42% | 50 |
|