Cobiz Wealth’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
Q2 | $15.7M | Buy |
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|
2019
Q1 | $12.8M | Buy |
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|
2018
Q4 | $9.86M | Buy |
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|
2018
Q3 | $6.81M | Buy |
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|
2018
Q2 | $6.16M | Buy |
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|
2018
Q1 | $5.53M | Buy |
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|
2017
Q4 | $5.41M | Sell |
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|
2017
Q3 | $5.21M | Buy |
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|
2017
Q2 | $4.95M | Sell |
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|
2017
Q1 | $5.03M | Sell |
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|
2016
Q4 | $5M | Sell |
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|
2016
Q3 | $5.42M | Sell |
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|
2016
Q2 | $5.8M | Sell |
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|
2016
Q1 | $6.06M | Sell |
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|
2015
Q4 | $6.21M | Sell |
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|
2015
Q3 | $6.63M | Buy |
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|
2015
Q2 | $6.15M | Buy |
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|
2015
Q1 | $5.68M | Sell |
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|
2014
Q4 | $5.74M | Buy |
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|
2014
Q3 | $4.62M | Sell |
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|
2014
Q2 | $4.63M | Sell |
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|
2014
Q1 | $4.55M | Buy |
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|
2013
Q4 | $4.32M | Sell |
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|
2013
Q3 | $3.97M | Buy |
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|
2013
Q2 | $3.66M | Buy |
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