HWP
Hefty Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.4M | Buy |
12,822
+2,247
| +21% | +$596K | 2.19% | 7 |
|
|
2017
Q4 | $2.84M | Buy |
10,575
+446
| +4% | +$120K | 1.76% | 20 |
|
|
2017
Q3 | $2.56M | Sell |
10,129
-302
| -3% | -$76.4K | 1.69% | 22 |
|
|
2017
Q2 | $2.54M | Buy |
10,431
+1,489
| +17% | +$362K | 1.73% | 22 |
|
|
2017
Q1 | $2.12M | Sell |
8,942
-38
| -0.4% | -$9.01K | 1.54% | 25 |
|
|
2016
Q4 | $2.02M | Buy |
8,980
+308
| +4% | +$69.3K | 1.69% | 22 |
|
|
2016
Q3 | $1.89M | Buy |
8,672
+581
| +7% | +$126K | 1.43% | 21 |
|
|
2016
Q2 | $1.7M | Buy |
8,091
+875
| +12% | +$184K | 1.41% | 23 |
|
|
2016
Q1 | $1.49M | Sell |
7,216
-7,289
| -50% | -$1.51M | 1.39% | 23 |
|
|
2015
Q4 | $2.97M | Buy |
+14,505
| New | +$2.97M | 2.83% | 6 |
|