Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $4.62M | Buy |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $7.5M | Buy |
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|
2021
Q4 | $5.2M | Buy |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $2.98M | Sell |
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|
2020
Q4 | $3.37M | Sell |
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|
2020
Q3 | $3.27M | Sell |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $7M | Sell |
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|
2019
Q3 | $6.54M | Sell |
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|
2019
Q2 | $6.8M | Sell |
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|
2019
Q1 | $6.66M | Sell |
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|
2018
Q4 | $8.91M | Sell |
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|
2018
Q3 | $5.53M | Buy |
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|
2018
Q2 | $3.07M | Sell |
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|
2018
Q1 | $3.29M | Sell |
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|
2017
Q4 | $3.94M | Sell |
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|
2017
Q3 | $4.81M | Buy |
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|
2017
Q2 | $498K | Hold |
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|
2017
Q1 | $498K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $430K | Sell |
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|
2015
Q4 | $490K | Buy |
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