HCMNY
Howard Capital Management (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $365K | Buy |
973
+237
| +32% | +$88.9K | 0.04% | 71 |
|
|
2020
Q3 | $247K | Hold |
736
| – | – | 0.03% | 73 |
|
|
2020
Q2 | $228K | Buy |
+736
| New | +$228K | 0.03% | 85 |
|
|
2019
Q2 | – | Sell |
-2,446
| Closed | -$696K | – | 104 |
|
|
2019
Q1 | $696K | Sell |
2,446
-191
| -7% | -$54.3K | 0.1% | 74 |
|
|
2018
Q4 | $663K | Buy |
2,637
+187
| +8% | +$47K | 0.11% | 71 |
|
|
2018
Q3 | $717K | Buy |
2,450
+77
| +3% | +$22.5K | 0.1% | 76 |
|
|
2018
Q2 | $648K | Hold |
2,373
| – | – | 0.09% | 74 |
|
|
2018
Q1 | $630K | Sell |
2,373
-35
| -1% | -$9.29K | 0.09% | 74 |
|
|
2017
Q4 | $647K | Hold |
2,408
| – | – | 0.1% | 74 |
|
|
2017
Q3 | $609K | Buy |
2,408
+59
| +3% | +$14.9K | 0.09% | 74 |
|
|
2017
Q2 | $572K | Buy |
+2,349
| New | +$572K | 0.09% | 74 |
|