Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.49M | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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