CMP
Courage Miller Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
4,653
+138
| +3% | +$85.7K | 0.92% | 19 |
|
|
2025
Q1 | $2.54M | Sell |
4,515
-15
| -0.3% | -$8.43K | 0.86% | 19 |
|
|
2024
Q4 | $2.67M | Sell |
4,530
-22
| -0.5% | -$13K | 0.91% | 19 |
|
|
2024
Q3 | $2.63M | Sell |
4,552
-174
| -4% | -$100K | 0.88% | 19 |
|
|
2024
Q2 | $2.59M | Sell |
4,726
-5
| -0.1% | -$2.74K | 0.93% | 19 |
|
|
2024
Q1 | $2.49M | Sell |
4,731
-214
| -4% | -$113K | 0.86% | 21 |
|
|
2023
Q4 | $2.36M | Sell |
4,945
-206
| -4% | -$98.4K | 0.89% | 20 |
|
|
2023
Q3 | $2.21M | Sell |
5,151
-56
| -1% | -$24.1K | 0.91% | 19 |
|
|
2023
Q2 | $2.32M | Sell |
5,207
-850
| -14% | -$379K | 0.97% | 20 |
|
|
2023
Q1 | $2.49M | Buy |
6,057
+456
| +8% | +$187K | 1.05% | 19 |
|
|
2022
Q4 | $2.15M | Sell |
5,601
-237
| -4% | -$91.1K | 0.99% | 20 |
|
|
2022
Q3 | $2.09M | Buy |
5,838
+7
| +0.1% | +$2.51K | 1.06% | 19 |
|
|
2022
Q2 | $2.21M | Sell |
5,831
-340
| -6% | -$129K | 1.05% | 19 |
|
|
2022
Q1 | $2.8M | Buy |
6,171
+46
| +0.8% | +$20.9K | 1.11% | 18 |
|
|
2021
Q4 | $2.92M | Sell |
6,125
-406
| -6% | -$194K | 1.11% | 20 |
|
|
2021
Q3 | $2.81M | Sell |
6,531
-616
| -9% | -$265K | 1.13% | 21 |
|
|
2021
Q2 | $3.07M | Buy |
7,147
+130
| +2% | +$55.9K | 1.26% | 20 |
|
|
2021
Q1 | $2.79M | Sell |
7,017
-8
| -0.1% | -$3.18K | 1.21% | 21 |
|
|
2020
Q4 | $2.64M | Sell |
7,025
-261
| -4% | -$98K | 1.21% | 22 |
|
|
2020
Q3 | $2.26M | Hold |
7,286
| – | – | 1.21% | 22 |
|
|
2020
Q2 | $2.26M | Sell |
7,286
-9
| -0.1% | -$2.79K | 1.21% | 22 |
|
|
2020
Q1 | $1.89M | Sell |
7,295
-253
| -3% | -$65.4K | 1.16% | 23 |
|
|
2019
Q4 | $2.44M | Buy |
7,548
+17
| +0.2% | +$5.5K | 1.25% | 21 |
|
|
2019
Q3 | $2.25M | Sell |
7,531
-232
| -3% | -$69.3K | 1.24% | 21 |
|
|
2019
Q2 | $2.29M | Buy |
7,763
+106
| +1% | +$31.2K | 1.26% | 22 |
|
|
2019
Q1 | $2.18M | Buy |
7,657
+103
| +1% | +$29.3K | 1.23% | 24 |
|
|
2018
Q4 | $1.9M | Buy |
7,554
+47
| +0.6% | +$11.8K | 1.13% | 27 |
|
|
2018
Q3 | $2.2M | Buy |
7,507
+20
| +0.3% | +$5.86K | 1.27% | 26 |
|
|
2018
Q2 | $2.04M | Buy |
7,487
+278
| +4% | +$75.9K | 1.21% | 26 |
|
|
2018
Q1 | $1.91M | Sell |
7,209
-117
| -2% | -$31K | 1.16% | 27 |
|
|
2017
Q4 | $1.97M | Sell |
7,326
-103
| -1% | -$27.7K | 1.19% | 27 |
|
|
2017
Q3 | $1.88M | Sell |
7,429
-434
| -6% | -$110K | 1.18% | 28 |
|
|
2017
Q2 | $1.91M | Sell |
7,863
-5
| -0.1% | -$1.22K | 1.26% | 27 |
|
|
2017
Q1 | $1.87M | Buy |
7,868
+1,518
| +24% | +$360K | 1.29% | 27 |
|
|
2016
Q4 | $1.43M | Buy |
6,350
+97
| +2% | +$21.8K | 1% | 33 |
|
|
2016
Q3 | $1.36M | Buy |
6,253
+6
| +0.1% | +$1.31K | 0.94% | 35 |
|
|
2016
Q2 | $1.32M | Sell |
6,247
-1,598
| -20% | -$336K | 0.94% | 36 |
|
|
2016
Q1 | $1.62M | Buy |
7,845
+40
| +0.5% | +$8.27K | 1.13% | 32 |
|
|
2015
Q4 | $1.6M | Buy |
7,805
+1,682
| +27% | +$345K | 1.1% | 33 |
|
|
2015
Q3 | $1.18M | Buy |
6,123
+1,274
| +26% | +$246K | 0.88% | 39 |
|
|
2015
Q2 | $1.01M | Buy |
4,849
+291
| +6% | +$60.3K | 0.75% | 40 |
|
|
2015
Q1 | $947K | Buy |
4,558
+2,713
| +147% | +$564K | 0.71% | 40 |
|
|
2014
Q4 | $382K | Sell |
1,845
-19
| -1% | -$3.93K | 0.32% | 45 |
|
|
2014
Q3 | $370K | Buy |
1,864
+106
| +6% | +$21K | 0.29% | 46 |
|
|
2014
Q2 | $346K | Sell |
1,758
-35
| -2% | -$6.89K | 0.25% | 51 |
|
|
2014
Q1 | $337K | Buy |
+1,793
| New | +$337K | 0.26% | 47 |
|