Capital Directions Investment Advisors’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 | $1.89M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.53M | Sell |
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|
2022
Q1 | $3.1M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.82M | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.79M | Sell |
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|
2018
Q4 | $1.66M | Sell |
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|
2018
Q3 | $2.65M | Buy |
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|
2018
Q2 | $2.4M | Sell |
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|
2018
Q1 | $2.33M | Hold |
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|
2017
Q4 | $2.37M | Buy |
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|
2017
Q3 | $1.97M | Hold |
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|
2017
Q2 | $1.9M | Sell |
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|
2017
Q1 | $1.87M | Buy |
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|
2016
Q4 | $606K | Hold |
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|
2016
Q3 | $586K | Hold |
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|
2016
Q2 | $567K | Hold |
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|
2016
Q1 | $556K | Hold |
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|
2015
Q4 | $551K | Buy |
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|
2015
Q3 | $470K | Sell |
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|
2015
Q2 | $573K | Sell |
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|
2015
Q1 | $665K | Buy |
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|
2014
Q4 | $618K | Buy |
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|
2014
Q3 | $560K | Hold |
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|
2014
Q2 | $537K | Sell |
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|
2014
Q1 | $677K | Sell |
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|
2013
Q4 | $873K | Sell |
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|
2013
Q3 | $888K | Sell |
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|
2013
Q2 | $977K | Buy |
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