Davidson & Garrard’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $10M | Buy |
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|
2017
Q2 | $9.55M | Buy |
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|
2017
Q1 | $8.95M | Buy |
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|
2016
Q4 | $7.14M | Buy |
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|
2016
Q3 | $5.97M | Buy |
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|
2016
Q2 | $5.35M | Buy |
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|
2016
Q1 | $4.71M | Buy |
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|
2015
Q4 | $2.92M | Sell |
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|
2015
Q3 | $2.86M | Buy |
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|
2015
Q2 | $3.03M | Sell |
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|
2015
Q1 | $3.05M | Buy |
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|
2014
Q4 | $3.02M | Buy |
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|
2014
Q3 | $2.76M | Buy |
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|
2014
Q2 | $2.72M | Sell |
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|
2014
Q1 | $2.64M | Sell |
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|
2013
Q4 | $2.85M | Sell |
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|
2013
Q3 | $2.95M | Buy |
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|
2013
Q2 | $2.53M | Buy |
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