Cedar Capital’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 | $2.82M | Sell |
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|
2021
Q2 | $3.39M | Buy |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $3.42M | Sell |
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|
2019
Q4 | $8M | Buy |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $13.1M | Sell |
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|
2019
Q1 | $13.8M | Sell |
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|
2018
Q4 | $13.9M | Sell |
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|
2018
Q3 | $36M | Buy |
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|
2018
Q2 | $18M | Sell |
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|
2018
Q1 | $19.6M | Sell |
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|
2017
Q4 | $25.1M | Sell |
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|
2017
Q3 | $25.9M | Sell |
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|
2017
Q2 | $27.9M | Buy |
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|
2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $2.26M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $77.8M | Buy |
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