Artemis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $33.4M | Sell |
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|
2019
Q4 | $64.2M | Sell |
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2019
Q3 | $61.1M | Buy |
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|
2019
Q2 | $31.5M | Buy |
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|
2019
Q1 | $29.8M | Sell |
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|
2018
Q4 | $30.3M | Buy |
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|
2018
Q3 | $29.3M | Buy |
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|
2018
Q2 | $15.4M | Buy |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $255K | Sell |
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|
2017
Q3 | $632K | Hold |
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|
2017
Q2 | $609K | Buy |
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