Capital Bank & Trust’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 | – | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $38K | Buy |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $172K | Hold |
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|
2018
Q4 | $152K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $20K | Buy |
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