United Bank (West Virginia)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,149
| Closed | -$239K | – | 105 |
|
|
2015
Q1 | $239K | Hold |
1,149
| – | – | 0.1% | 98 |
|
|
2014
Q4 | $238K | Buy |
+1,149
| New | +$238K | 0.09% | 99 |
|
|
2013
Q4 | – | Sell |
-1,853
| Closed | -$313K | – | 125 |
|
|
2013
Q3 | $313K | Hold |
1,853
| – | – | 0.13% | 75 |
|
|
2013
Q2 | $298K | Buy |
+1,853
| New | +$298K | 0.13% | 74 |
|