WA
WP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-208
| Closed | -$592 | – | 110 |
|
|
2019
Q1 | $592 | Buy |
+208
| New | +$592 | 0.06% | 109 |
|
|
2018
Q4 | – | Sell |
-205
| Closed | -$60K | – | 147 |
|
|
2018
Q3 | $60K | Buy |
205
+1
| +0.5% | +$293 | 0.06% | 112 |
|
|
2018
Q2 | $56K | Buy |
+204
| New | +$56K | 0.05% | 121 |
|