Chessman Wealth Strategies RIA’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
2019
Q3
Sell
2019
Q2
$1.07M Sell
2019
Q1
$9.93M Sell
2018
Q4
$8.79M Sell
2018
Q3
$11.2M Sell
2018
Q2
$10.9M Sell
2018
Q1
$11M Sell
2017
Q4
$12.2M Buy