Michael B. Elefante’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
Q4 | – | Sell |
-1,398
| Closed | -$277K | – | 119 |
|
|
2014
Q3 | $277K | Hold |
1,398
| – | – | 0.12% | 80 |
|
|
2014
Q2 | $275K | Hold |
1,398
| – | – | 0.11% | 84 |
|
|
2014
Q1 | $263K | Hold |
1,398
| – | – | 0.11% | 86 |
|
|
2013
Q4 | $260K | Hold |
1,398
| – | – | 0.12% | 85 |
|
|
2013
Q3 | $236K | Buy |
+1,398
| New | +$236K | 0.12% | 85 |
|