Gupta Wealth Management’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
2016
Q1
$470K Sell
2015
Q4
$481K Sell
2015
Q3
$3.33M Buy
2015
Q2
$3.51M Buy
2015
Q1
$2.08M Buy