C-J 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
2021
Q3
$209K Sell
2021
Q2
$210K Buy
2019
Q4
Sell
2019
Q3
$181K Hold
2019
Q2
$179K Sell
2019
Q1
$185K Hold
2018
Q4
$161K Buy
2018
Q3
$186K Buy
2018
Q2
$147K Hold
2018
Q1
$140K Buy
2017
Q4
$144K Buy
2017
Q3
$134K Buy
2017
Q2
$129K Hold
2017
Q1
$126K Buy
2016
Q4
$118K Buy
2016
Q3
$113K Buy