Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $700K | Buy |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $537K | Sell |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $355K | Hold |
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|
2019
Q4 | $443K | Buy |
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|
2019
Q3 | $393K | Buy |
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|
2019
Q2 | $383K | Sell |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $369K | Hold |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $349K | Buy |
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