BCK Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $657K | Sell |
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|
2023
Q1 | $634K | Hold |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $597K | Hold |
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|
2022
Q2 | $631K | Hold |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $828K | Sell |
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|
2021
Q3 | $751K | Sell |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $768K | Sell |
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|
2020
Q4 | $806K | Buy |
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