Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.25M | Sell |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.23M | Sell |
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|
2023
Q4 | $5.02M | Sell |
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|
2023
Q3 | $5.39M | Sell |
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|
2023
Q2 | $5.64M | Sell |
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|
2023
Q1 | $5.24M | Sell |
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|
2022
Q4 | $4.95M | Sell |
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|
2022
Q3 | $4.73M | Sell |
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|
2022
Q2 | $5.02M | Sell |
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|
2022
Q1 | $6.17M | Buy |
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|
2021
Q4 | $6.45M | Sell |
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|
2021
Q3 | $5.99M | Sell |
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|
2021
Q2 | $6.11M | Sell |
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|
2021
Q1 | $5.86M | Sell |
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|
2020
Q4 | $5.8M | Buy |
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