TAM
Tradition 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
Q2 | $301K | Hold |
975
| – | – | 0.09% | 146 |
|
|
2020
Q1 | $251K | Buy |
975
+1
| +0.1% | +$257 | 0.08% | 150 |
|
|
2019
Q4 | $314K | Buy |
974
+234
| +32% | +$75.4K | 0.08% | 163 |
|
|
2019
Q3 | $220K | Hold |
740
| – | – | 0.06% | 175 |
|
|
2019
Q2 | $218K | Buy |
+740
| New | +$218K | 0.06% | 173 |
|