DFPG Investments’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
Q4 | $22.2M | Buy |
|
|||||
|
2023
Q3 | $18.3M | Buy |
|
|||||
|
2023
Q2 | $12.4M | Buy |
|
|||||
|
2023
Q1 | $8.01M | Buy |
|
|||||
|
2022
Q4 | $2.64M | Buy |
|
|||||
|
2022
Q3 | $1.47M | Buy |
|
|||||
|
2022
Q2 | $912K | Buy |
|
|||||
|
2022
Q1 | $943K | Sell |
|
|||||
|
2021
Q4 | $964K | Buy |
|
|||||
|
2021
Q3 | $902K | Buy |
|
|||||
|
2021
Q2 | $461K | Buy |
|
|||||
|
2021
Q1 | $409K | Buy |
|
|||||
|
2020
Q4 | $265K | Sell |
|
|||||
|
2020
Q3 | $239K | Buy |
|
|||||
|
2020
Q2 | $206K | Sell |
|
|||||
|
2020
Q1 | $223K | Buy |
|
|||||
|
2019
Q4 | $215K | Buy |
|