SAM
Shone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.75M | Sell |
12,821
-31
| -0.2% | -$11.5K | 3.69% | 12 |
|
|
2020
Q3 | $4.48M | Sell |
12,852
-94
| -0.7% | -$32.8K | 4% | 12 |
|
|
2020
Q2 | $4.2M | Sell |
12,946
-2,425
| -16% | -$786K | 4.16% | 12 |
|
|
2020
Q1 | $4.41M | Buy |
+15,371
| New | +$4.41M | 5.21% | 8 |
|