Bell Rock Capital’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
2022
Q3
$354K Buy
2022
Q2
Sell
2022
Q1
$541K Sell
2021
Q4
$614K Buy
2020
Q3
$293K Sell
2020
Q2
$327K Buy
2020
Q1
$272K Buy
2019
Q4
$337K Sell
2019
Q3
$345K Sell
2019
Q2
$349K Sell
2019
Q1
$348K Sell
2018
Q4
$353K Buy
2018
Q3
$404K Sell
2018
Q2
$422K Buy
2018
Q1
$406K Buy
2017
Q4
$400K Buy
2017
Q3
$359K Buy
2017
Q2
$268K Buy
2017
Q1
$234K Sell
2016
Q4
$277K Buy