B. Riley 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 | $3.55K | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $415K | Hold |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $6.81M | Buy |
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|
2019
Q3 | $6.05M | Buy |
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|
2019
Q2 | $5.35K | Sell |
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|
2019
Q1 | $5.5M | Buy |
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|
2018
Q4 | $4.48M | Buy |
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|
2016
Q1 | $313K | Sell |
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|
2015
Q4 | $456K | Buy |
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|
2015
Q3 | $380K | Hold |
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|
2015
Q2 | $408K | Buy |
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|
2015
Q1 | $389K | Buy |
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|
2014
Q4 | $386K | Buy |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $402K | Buy |
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|
2014
Q1 | $262K | Buy |
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