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