Marcuard Family Office’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
Q3 | $8.92M | Buy |
45,000
+15,000
| +50% | +$2.97M | 19.19% | 2 |
|
|
2014
Q2 | $5.91M | Buy |
30,000
+5,000
| +20% | +$985K | 13.35% | 2 |
|
|
2014
Q1 | $4.7M | Hold |
25,000
| – | – | 11.38% | 3 |
|
|
2013
Q4 | $4.64M | Hold |
25,000
| – | – | 9.97% | 3 |
|
|
2013
Q3 | $4.22M | Hold |
25,000
| – | – | 8.06% | 3 |
|
|
2013
Q2 | $4.02M | Buy |
+25,000
| New | +$4.02M | 6.46% | 4 |
|