Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.6M | Buy |
|
|||||
|
2022
Q2 | $10.9M | Buy |
|
|||||
|
2022
Q1 | $6.38M | Buy |
|
|||||
|
2021
Q4 | $2.05M | Buy |
|
|||||
|
2021
Q3 | $1.59M | Buy |
|
|||||
|
2021
Q2 | $1.58M | Sell |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $1.26M | Buy |
|
|||||
|
2020
Q3 | $1.11M | Sell |
|
|||||
|
2020
Q2 | $1.04M | Sell |
|
|||||
|
2020
Q1 | $1.13M | Buy |
|
|||||
|
2019
Q4 | $1.3M | Buy |
|
|||||
|
2019
Q3 | $1.05M | Sell |
|
|||||
|
2019
Q2 | $1.17M | Buy |
|
|||||
|
2019
Q1 | $1.14M | Buy |
|
|||||
|
2018
Q4 | $905K | Sell |
|
|||||
|
2018
Q3 | $1.17M | Sell |
|
|||||
|
2018
Q2 | $1.1M | Buy |
|
|||||
|
2018
Q1 | $699K | Buy |
|
|||||
|
2017
Q4 | $705K | Sell |
|
|||||
|
2017
Q3 | $684K | Sell |
|
|||||
|
2017
Q2 | $660K | Buy |
|
|||||
|
2017
Q1 | $481K | Buy |
|