Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $970K | Sell |
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|
2020
Q2 | $917K | Sell |
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|
2020
Q1 | $812K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $974K | Buy |
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|
2019
Q2 | $571K | Sell |
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|
2019
Q1 | $628K | Buy |
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|
2018
Q4 | $545K | Buy |
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|
2018
Q3 | $534K | Buy |
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|
2018
Q2 | $490K | Sell |
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|
2018
Q1 | $588K | Buy |
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|
2017
Q4 | $379K | Buy |
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