Cumberland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $28.2M | Sell |
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|
2020
Q1 | $23.8M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $9.8M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.56M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $400K | Hold |
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|
2018
Q1 | $389K | Sell |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $400K | Hold |
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|
2017
Q2 | $385K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $530K | Buy |
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|
2014
Q3 | $387K | Buy |
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