Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $501K | Sell |
1,164
-22
| -2% | -$9.47K | 0.2% | 76 |
|
|
2021
Q2 | $510K | Buy |
1,186
+150
| +14% | +$64.5K | 0.2% | 76 |
|
|
2021
Q1 | $412K | Buy |
1,036
+316
| +44% | +$126K | 0.17% | 85 |
|
|
2020
Q4 | $270K | Hold |
720
| – | – | 0.12% | 100 |
|
|
2020
Q3 | $242K | Hold |
720
| – | – | 0.12% | 102 |
|
|
2020
Q2 | $223K | Buy |
+720
| New | +$223K | 0.12% | 98 |
|
|
2020
Q1 | – | Sell |
-737
| Closed | -$238K | – | 113 |
|
|
2019
Q4 | $238K | Hold |
737
| – | – | 0.13% | 105 |
|
|
2019
Q3 | $220K | Hold |
737
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $217K | Buy |
737
+17
| +2% | +$5.01K | 0.13% | 107 |
|
|
2019
Q1 | $205K | Buy |
+720
| New | +$205K | 0.12% | 109 |
|