GWM
Gupta Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $470K | Sell |
2,275
-75
| -3% | -$15.5K | 0.11% | 146 |
|
|
2015
Q4 | $481K | Sell |
2,350
-14,923
| -86% | -$3.05M | 0.12% | 147 |
|
|
2015
Q3 | $3.33M | Buy |
17,273
+343
| +2% | +$66.1K | 0.81% | 26 |
|
|
2015
Q2 | $3.51M | Buy |
16,930
+6,928
| +69% | +$1.44M | 0.86% | 23 |
|
|
2015
Q1 | $2.08M | Buy |
+10,002
| New | +$2.08M | 0.61% | 47 |
|