Clear Perspective Advisors’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
Q4 | $474K | Buy |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $1.01K | Hold |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $257K | Buy |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $121K | Sell |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $113K | Buy |
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