Alerus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.95M | Buy |
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2015
Q4 | $2.9M | Buy |
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|
2015
Q3 | $8K | Sell |
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|
2015
Q2 | $2.85M | Sell |
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|
2015
Q1 | $2.9M | Sell |
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|
2014
Q4 | $2.89M | Sell |
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|
2014
Q3 | $2.86M | Sell |
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|
2014
Q2 | $2.92M | Sell |
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|
2014
Q1 | $2.8M | Sell |
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|
2013
Q4 | $12.2M | Buy |
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|
2013
Q3 | $8.8M | Sell |
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|
2013
Q2 | $30M | Buy |
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