CDH
Charles D. Hyman’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.7M | Hold |
3,108
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $1.63M | Buy |
3,108
+3
| +0.1% | +$1.58K | 0.09% | 107 |
|
|
2023
Q4 | $1.48M | Hold |
3,105
| – | – | 0.09% | 107 |
|
|
2023
Q3 | $1.33M | Buy |
3,105
+87
| +3% | +$37.4K | 0.09% | 106 |
|
|
2023
Q2 | $1.35M | Buy |
3,018
+201
| +7% | +$89.6K | 0.08% | 110 |
|
|
2023
Q1 | $1.16M | Sell |
2,817
-50
| -2% | -$20.6K | 0.08% | 112 |
|
|
2022
Q4 | $1.1M | Buy |
2,867
+55
| +2% | +$21.1K | 0.08% | 106 |
|
|
2022
Q3 | $1.01M | Hold |
2,812
| – | – | 0.08% | 106 |
|
|
2022
Q2 | $1.07M | Hold |
2,812
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $1.28M | Sell |
2,812
-42
| -1% | -$19.1K | 0.08% | 109 |
|
|
2021
Q4 | $1.36M | Hold |
2,854
| – | – | 0.09% | 111 |
|
|
2021
Q3 | $1.23M | Hold |
2,854
| – | – | 0.09% | 111 |
|
|
2021
Q2 | $1.23M | Hold |
2,854
| – | – | 0.09% | 114 |
|
|
2021
Q1 | $1.14M | Hold |
2,854
| – | – | 0.08% | 112 |
|
|
2020
Q4 | $1.07M | Hold |
2,854
| – | – | 0.09% | 114 |
|
|
2020
Q3 | $959K | Hold |
2,854
| – | – | 0.08% | 116 |
|
|
2020
Q2 | $884K | Buy |
2,854
+45
| +2% | +$13.9K | 0.09% | 109 |
|
|
2020
Q1 | $726K | Hold |
2,809
| – | – | 0.09% | 99 |
|
|
2019
Q4 | $908K | Hold |
2,809
| – | – | 0.09% | 98 |
|
|
2019
Q3 | $839K | Hold |
2,809
| – | – | 0.09% | 100 |
|
|
2019
Q2 | $828K | Hold |
2,809
| – | – | 0.09% | 98 |
|
|
2019
Q1 | $799K | Sell |
2,809
-20
| -0.7% | -$5.69K | 0.08% | 107 |
|
|
2018
Q4 | $712K | Hold |
2,829
| – | – | 0.08% | 102 |
|
|
2018
Q3 | $828K | Buy |
2,829
+37
| +1% | +$10.8K | 0.09% | 103 |
|
|
2018
Q2 | $762K | Hold |
2,792
| – | – | 0.09% | 105 |
|
|
2018
Q1 | $741K | Hold |
2,792
| – | – | 0.09% | 103 |
|
|
2017
Q4 | $751K | Buy |
+2,792
| New | +$751K | 0.09% | 99 |
|
|
2016
Q3 | – | Sell |
-1,570
| Closed | -$330K | – | 141 |
|
|
2016
Q2 | $330K | Buy |
+1,570
| New | +$330K | 0.05% | 121 |
|