New England Securities’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
2014
Q4
$605K Buy
2014
Q3
$458K Buy
2014
Q2
$430K Buy
2014
Q1
$233K Buy
2013
Q4
$140K Sell
2013
Q3
$144K Buy
2013
Q2
$115K Buy