Badgley, Phelps & Bell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $987K | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $768K | Buy |
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|
2018
Q3 | $850K | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $725K | Buy |
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|
2017
Q2 | $571K | Buy |
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|
2017
Q1 | $535K | Sell |
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|
2016
Q4 | $510K | Buy |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $408K | Hold |
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|
2016
Q1 | $400K | Buy |
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|
2015
Q4 | $303K | Buy |
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|
2015
Q3 | $219K | Buy |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $267K | Sell |
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|
2014
Q4 | $3.09M | Buy |
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|
2014
Q3 | $217K | Hold |
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|
2014
Q2 | $216K | Hold |
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|
2014
Q1 | $206K | Sell |
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|
2013
Q4 | $209K | Buy |
|