Bard Financial Services’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
Q3 | – | Sell |
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|
2023
Q2 | $24.1M | Hold |
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|
2023
Q1 | $22.2M | Sell |
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|
2022
Q4 | $21.7M | Hold |
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|
2022
Q3 | $20.3M | Hold |
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|
2022
Q2 | $21.5M | Buy |
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|
2022
Q1 | $25.6M | Hold |
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|
2021
Q4 | $26.9M | Hold |
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|
2021
Q3 | $24.3M | Hold |
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|
2021
Q2 | $24.3M | Buy |
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|
2021
Q1 | $22.4M | Sell |
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|
2020
Q4 | $28.7M | Buy |
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