PSW
Portfolio Strategies (Washington)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $491K | Sell |
1,767
-27
| -2% | -$7.5K | 0.98% | 13 |
|
|
2017
Q3 | $454K | Buy |
1,794
+283
| +19% | +$71.6K | 0.75% | 19 |
|
|
2017
Q2 | $368K | Buy |
1,511
+1,448
| +2,298% | +$353K | 0.52% | 25 |
|
|
2017
Q1 | $15K | Sell |
63
-9,799
| -99% | -$2.33M | 0.02% | 40 |
|
|
2016
Q4 | $2.22M | Buy |
+9,862
| New | +$2.22M | 2.55% | 11 |
|