WFG Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $846K | Buy |
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|
2017
Q1 | $70K | Sell |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $327K | Buy |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $360K | Sell |
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|
2015
Q4 | $513K | Sell |
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|
2015
Q3 | $545K | Sell |
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|
2015
Q2 | $761K | Buy |
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|
2015
Q1 | $755K | Sell |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.78M | Sell |
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|
2013
Q3 | $1.9M | Buy |
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|
2013
Q2 | $1.51M | Buy |
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