Capstone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8.13M | Sell |
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|
2017
Q1 | $8.06M | Sell |
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|
2016
Q4 | $9.06M | Sell |
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|
2016
Q3 | $10M | Sell |
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|
2016
Q2 | $14.2M | Sell |
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|
2016
Q1 | $14.3M | Buy |
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|
2015
Q4 | $10.1M | Sell |
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|
2015
Q3 | $10.4M | Sell |
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|
2015
Q2 | $11.3M | Sell |
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|
2015
Q1 | $12.1M | Sell |
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|
2014
Q4 | $12.2M | Sell |
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|
2014
Q3 | $13.1M | Sell |
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|
2014
Q2 | $14M | Sell |
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|
2014
Q1 | $13.7M | Buy |
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|
2013
Q4 | $11.8M | Sell |
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|
2013
Q3 | $10.8M | Sell |
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|
2013
Q2 | $10.5M | Buy |
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