Boyd Watterson Asset 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
Q4 | – | Sell |
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|
2022
Q3 | $906K | Hold |
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|
2022
Q2 | $957K | Buy |
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|
2022
Q1 | $991K | Hold |
|
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $941K | Hold |
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|
2021
Q2 | $939K | Hold |
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|
2021
Q1 | $869K | Hold |
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|
2020
Q4 | $820K | Buy |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $619K | Sell |
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|
2020
Q1 | $679K | Hold |
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|
2019
Q4 | $849K | Buy |
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|
2019
Q3 | $745K | Hold |
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|
2019
Q2 | $736K | Sell |
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|
2019
Q1 | $725K | Sell |
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|
2018
Q4 | $643K | Buy |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $768K | Buy |
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|
2018
Q1 | $743K | Sell |
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|
2017
Q4 | $805K | Hold |
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|
2017
Q3 | $758K | Hold |
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|
2017
Q2 | $729K | Buy |
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