MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $24.7M | Buy |
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|
2016
Q3 | $22.1M | Buy |
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|
2016
Q2 | $17.7M | Buy |
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|
2016
Q1 | $15.4M | Buy |
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|
2015
Q4 | $14.3M | Buy |
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|
2015
Q3 | $6.1M | Sell |
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|
2015
Q2 | $7.21M | Sell |
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|
2015
Q1 | $8.65M | Buy |
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|
2014
Q4 | $6.51M | Buy |
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|
2014
Q3 | $4.06M | Sell |
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|
2014
Q2 | $4.16M | Sell |
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|
2014
Q1 | $4.86M | Buy |
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|
2013
Q4 | $4.38M | Buy |
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|
2013
Q3 | $3.3M | Buy |
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|
2013
Q2 | $2.65M | Buy |
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