Huntington Steele’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $363K | Buy |
1,370
+4
| +0.3% | +$1.06K | 0.09% | 55 |
|
|
2017
Q4 | $367K | Buy |
1,366
+2
| +0.1% | +$537 | 0.1% | 62 |
|
|
2017
Q3 | $345K | Buy |
1,364
+320
| +31% | +$80.9K | 0.1% | 64 |
|
|
2017
Q2 | $254K | Buy |
1,044
+21
| +2% | +$5.11K | 0.08% | 67 |
|
|
2017
Q1 | $243K | Buy |
1,023
+18
| +2% | +$4.28K | 0.08% | 63 |
|
|
2016
Q4 | $226K | Buy |
1,005
+11
| +1% | +$2.47K | 0.08% | 65 |
|
|
2016
Q3 | $216K | Buy |
+994
| New | +$216K | 0.07% | 62 |
|