Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $12.1M | Sell |
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|
2023
Q2 | $13.4M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $13.5M | Sell |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $9.91M | Sell |
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|
2020
Q3 | $11.3M | Buy |
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|
2020
Q2 | $8.88M | Sell |
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|
2020
Q1 | $8.24M | Buy |
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|
2019
Q4 | $9.13M | Buy |
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|
2019
Q3 | $7.29M | Buy |
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|
2019
Q2 | $3.3M | Sell |
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|
2019
Q1 | $4.22M | Buy |
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|
2018
Q4 | $3.37M | Buy |
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