Daniels + Tansey’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
Q3 | $5.51M | Buy |
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|
2023
Q2 | $6.46M | Sell |
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|
2023
Q1 | $7.39M | Buy |
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|
2022
Q4 | $6.55M | Sell |
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|
2022
Q3 | $6.12M | Sell |
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|
2022
Q2 | $6.61M | Hold |
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|
2022
Q1 | $7.91M | Sell |
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|
2021
Q4 | $8.38M | Buy |
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|
2021
Q3 | $7.24M | Buy |
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|
2021
Q2 | $7.39M | Hold |
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|
2021
Q1 | $6.65M | Hold |
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|
2020
Q4 | $6.29M | Buy |
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|
2020
Q3 | $3.44M | Buy |
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