Bowling Portfolio Management’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 | $226K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $225K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $208K | Buy |
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