Cardan Capital Partners’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 | $291K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $505K | Buy |
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|
2020
Q3 | $354K | Buy |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $307K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Buy |
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