Watermark Asset Management, Inc. IVV Holdings History
Watermark Asset Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2018-12-31, Watermark Asset Management, Inc. held 158,507.00 shares of iShares Core S&P 500 ETF(IVV), totaling $39.88 Mil. This investment constitutes 19.01% of their stock portfolio, and Watermark Asset Management, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. In addition, there have been 3 sales at an average price of $278.28 for 7,645.00 shares. Based on historical transaction data and IVV's current price of $630.80, Watermark Asset Management, Inc.'s estimated gain on his IVV holdings is $56.91 Mil, reflecting a 125.89% gain to date.
Watermark Asset Management, Inc. IVV ($630.80) Holding Chart
Watermark Asset Management, Inc. IVV ($630.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
