Huber Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Huber Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$296K	Sell
2019 Q4	$416K	Buy
2019 Q3	$372K	Sell
2019 Q2	$391K	Sell
2019 Q1	$383K	Buy
2018 Q4	$313K	Buy
2018 Q3	$362K	Buy
2018 Q2	$337K	Hold
2018 Q1	$328K	Buy
2017 Q4	$303K	Buy