LBA Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.48M | Buy |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $1.8M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $850K | Buy |
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|
2015
Q3 | $468K | Buy |
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|
2015
Q2 | $4K | Sell |
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|
2015
Q1 | $30K | Buy |
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|
2014
Q4 | $30K | Buy |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $28K | Buy |
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|
2014
Q1 | $27K | Buy |
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