ParenteBeard Wealth Management’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
$7.32K Sell
2014
Q3
$1.46M Buy
2014
Q2
$626K Hold
2014
Q1
$598K Sell
2013
Q4
$677K Buy
2013
Q3
$579K Sell
2013
Q2
$761K Buy