KJWM
Kiley Juergens Wealth Management’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
Q4 | – | Sell |
-520
| Closed | -$152K | – | 340 |
|
|
2018
Q3 | $152K | Hold |
520
| – | – | 0.11% | 120 |
|
|
2018
Q2 | $141K | Buy |
+520
| New | +$141K | 0.13% | 108 |
|
|
2018
Q1 | – | Sell |
-1,178
| Closed | -$316K | – | 338 |
|
|
2017
Q4 | $316K | Buy |
+1,178
| New | +$316K | 0.28% | 59 |
|