Contravisory Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15
| Closed | -$6.44K | – | 394 |
|
|
2023
Q3 | $6.44K | Buy |
+15
| New | +$6.44K | ﹤0.01% | 286 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$14K | – | 275 |
|
|
2020
Q4 | $14K | Buy |
+38
| New | +$14K | ﹤0.01% | 224 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$2K | – | 333 |
|
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 318 |
|