SCA
Samson Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $2.82M | Buy |
14,610
+95
| +0.7% | +$18.3K | 1.23% | 26 |
|
|
2015
Q2 | $3.01M | Sell |
14,515
-10
| -0.1% | -$2.07K | 2.01% | 10 |
|
|
2015
Q1 | $3.02M | Buy |
14,525
+1,280
| +10% | +$266K | 2.32% | 9 |
|
|
2014
Q4 | $2.74M | Buy |
+13,245
| New | +$2.74M | 2.27% | 8 |
|