Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.97M | Buy |
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|
2022
Q4 | $7.35M | Buy |
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|
2022
Q3 | $6.68M | Buy |
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|
2022
Q2 | $6.83M | Buy |
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|
2022
Q1 | $7.69M | Buy |
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|
2021
Q4 | $7.56M | Buy |
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|
2021
Q3 | $6.65M | Sell |
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|
2021
Q2 | $6.68M | Sell |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $6.03M | Buy |
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|
2020
Q3 | $5.38M | Sell |
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|
2020
Q2 | $5.07M | Buy |
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|
2020
Q1 | $4.22M | Buy |
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|
2019
Q4 | $4.29M | Sell |
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|
2019
Q3 | $4.25M | Sell |
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|
2019
Q2 | $4.9M | Sell |
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|
2019
Q1 | $4.81M | Buy |
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