Columbia Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.53M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.72M | Hold |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $3.01M | Buy |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $2.2M | Buy |
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