Beacon Capital Management Inc (Ohio)’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
Sell
2023
Q1
$111K Buy
2021
Q4
Sell
2021
Q3
$72K Buy
2017
Q3
Sell
2017
Q2
$9K Buy
2016
Q1
Sell
2015
Q4
$23K Buy
2015
Q3
$19K Sell
2015
Q2
$29K Buy
2015
Q1
$21K Hold
2014
Q4
$21K Buy