National Penn Investors Trust’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
Q1 | $951K | Sell |
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|
2015
Q4 | $1.07M | Hold |
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|
2015
Q3 | $1M | Buy |
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|
2015
Q2 | $862K | Hold |
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|
2015
Q1 | $865K | Sell |
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|
2014
Q4 | $885K | Buy |
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|
2014
Q3 | $845K | Sell |
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|
2014
Q2 | $1.04M | Buy |
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|
2014
Q1 | $976K | Buy |
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|
2013
Q4 | $508K | Sell |
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|
2013
Q3 | $560K | Buy |
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|
2013
Q2 | $358K | Buy |
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