Accurate Investment Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $55K | Sell |
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $3.28M | Buy |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $48K | Sell |
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|
2015
Q4 | $3.63M | Buy |
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