BDO Wealth Advisors’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
Q2 | $32.1M | Buy |
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|
2023
Q1 | $29.4M | Sell |
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|
2022
Q4 | $28M | Sell |
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|
2022
Q3 | $26.8M | Buy |
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|
2022
Q2 | $27.1M | Sell |
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|
2022
Q1 | $32.6M | Buy |
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|
2021
Q4 | $33.8M | Buy |
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|
2021
Q3 | $30.5M | Sell |
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|
2021
Q2 | $30.7M | Sell |
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|
2021
Q1 | $28.7M | Sell |
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|
2020
Q4 | $31.6M | Sell |
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|
2020
Q3 | $30.7M | Buy |
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|
2020
Q2 | $27.3M | Buy |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q4 | $13.7M | Buy |
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|
2019
Q3 | $9.36M | Buy |
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|
2019
Q2 | $7.28M | Buy |
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|
2019
Q1 | $6.07M | Buy |
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|
2018
Q4 | $4.68M | Buy |
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|
2018
Q3 | $5.16M | Buy |
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|
2018
Q2 | $4.65M | Buy |
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|
2018
Q1 | $3.71M | Buy |
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|
2017
Q4 | $3.56M | Buy |
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|
2017
Q3 | $2.89M | Buy |
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|
2017
Q2 | $2.75M | Buy |
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