BBHBI
B, B, H, & B Inc’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20M | Sell |
44,156
-3,587
| -8% | -$1.63M | 18.88% | 1 |
|
|
2021
Q4 | $22.8M | Buy |
47,743
+1,315
| +3% | +$627K | 18.99% | 1 |
|
|
2021
Q3 | $20M | Buy |
46,428
+7,365
| +19% | +$3.17M | 18.24% | 1 |
|
|
2021
Q2 | $16.8M | Buy |
39,063
+12,511
| +47% | +$5.38M | 16.31% | 1 |
|
|
2021
Q1 | $10.6M | Sell |
26,552
-36,677
| -58% | -$14.6M | 10.97% | 3 |
|
|
2020
Q4 | $23.7M | Buy |
+63,229
| New | +$23.7M | 20.46% | 1 |
|