Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.55M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.68M | Buy |
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|
2014
Q4 | $1.66M | Buy |
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|
2014
Q3 | $1.59M | Sell |
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|
2014
Q2 | $1.59M | Hold |
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|
2014
Q1 | $1.53M | Sell |
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|
2013
Q4 | $1.51M | Sell |
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|
2013
Q3 | $1.37M | Sell |
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|
2013
Q2 | $1.44M | Buy |
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