Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $5.78M | Buy |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $4.22M | Sell |
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|
2021
Q3 | $4.01M | Sell |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $6.25M | Buy |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $3.99M | Buy |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $550K | Sell |
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|
2019
Q2 | $711K | Buy |
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