BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $665K | Sell |
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|
2018
Q4 | $649K | Sell |
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|
2018
Q3 | $837K | Hold |
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|
2018
Q2 | $781K | Buy |
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|
2018
Q1 | $741K | Buy |
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|
2017
Q4 | $715K | Buy |
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|
2017
Q3 | $651K | Sell |
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|
2017
Q2 | $628K | Sell |
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|
2017
Q1 | $692K | Buy |
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|
2016
Q4 | $598K | Buy |
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|
2016
Q3 | $307K | Sell |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $295K | Buy |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $235K | Buy |
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|
2015
Q1 | $217K | Buy |
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