Burleson & Co’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 | $957K | Sell |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $4.14M | Sell |
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|
2020
Q1 | $4.33M | Sell |
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|
2019
Q4 | $20.4M | Buy |
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|
2019
Q3 | $17.4M | Buy |
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|
2019
Q2 | $13.1M | Buy |
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|
2019
Q1 | $12.8M | Buy |
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|
2018
Q4 | $5.08M | Sell |
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|
2018
Q3 | $7.66M | Buy |
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