Bremer Trust National Association’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $746K | Hold |
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|
2018
Q1 | $724K | Hold |
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|
2017
Q4 | $734K | Sell |
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|
2017
Q3 | $694K | Sell |
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|
2017
Q2 | $676K | Sell |
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|
2017
Q1 | $663K | Sell |
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|
2016
Q4 | $649K | Buy |
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|
2016
Q3 | $625K | Buy |
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|
2016
Q2 | $539K | Buy |
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|
2016
Q1 | $506K | Sell |
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|
2015
Q4 | $639K | Buy |
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|
2015
Q3 | $453K | Buy |
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|
2015
Q2 | $464K | Buy |
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