PWM
ParenteBeard Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $7.32K | Sell |
1,515
-5,857
| -79% | -$28.3K | 0.09% | 68 |
|
|
2014
Q3 | $1.46M | Buy |
7,372
+4,194
| +132% | +$832K | 0.61% | 30 |
|
|
2014
Q2 | $626K | Hold |
3,178
| – | – | 0.28% | 43 |
|
|
2014
Q1 | $598K | Sell |
3,178
-470
| -13% | -$88.4K | 0.3% | 44 |
|
|
2013
Q4 | $677K | Buy |
3,648
+223
| +7% | +$41.4K | 0.27% | 62 |
|
|
2013
Q3 | $579K | Sell |
3,425
-1,306
| -28% | -$221K | 0.28% | 48 |
|
|
2013
Q2 | $761K | Buy |
+4,731
| New | +$761K | 0.35% | 42 |
|