Lilley & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.13M | Sell |
5,754
-20
| -0.3% | -$3.94K | 0.51% | 50 |
|
|
2014
Q1 | $1.09M | Buy |
5,774
+760
| +15% | +$143K | 0.5% | 51 |
|
|
2013
Q4 | $931K | Buy |
5,014
+390
| +8% | +$72.4K | 0.43% | 54 |
|
|
2013
Q3 | $781K | Buy |
4,624
+179
| +4% | +$30.2K | 0.41% | 58 |
|
|
2013
Q2 | $715K | Buy |
+4,445
| New | +$715K | 0.39% | 58 |
|