Cypress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $365K | Sell |
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|
2017
Q3 | $450K | Sell |
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|
2017
Q2 | $1.29M | Sell |
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|
2017
Q1 | $1.83M | Sell |
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|
2016
Q4 | $3.03M | Buy |
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|
2016
Q3 | $2.93M | Buy |
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|
2016
Q2 | $2.73M | Sell |
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|
2016
Q1 | $5.58M | Buy |
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|
2015
Q4 | $5.5M | Buy |
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|
2015
Q3 | $5.13M | Buy |
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|
2015
Q2 | $4.02M | Buy |
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