Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.82M | Sell |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $3.82M | Buy |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $4.41M | Sell |
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|
2021
Q4 | $4.65M | Buy |
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|
2021
Q3 | $3.86M | Buy |
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|
2021
Q2 | $3.73M | Sell |
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|
2021
Q1 | $3.48M | Sell |
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|
2020
Q4 | $3.45M | Sell |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $2.28M | Buy |
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|
2018
Q4 | $1.87M | Buy |
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|
2018
Q3 | $2.12M | Sell |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $974K | Buy |
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|
2017
Q2 | $890K | Buy |
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|
2017
Q1 | $567K | Buy |
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|
2016
Q4 | $449K | Buy |
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|
2016
Q3 | $378K | Buy |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $316 | Buy |
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|
2015
Q4 | $237K | Sell |
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|
2015
Q3 | $239K | Buy |
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|
2015
Q2 | $170K | Sell |
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|
2015
Q1 | $245K | Buy |
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|
2014
Q4 | $212K | Sell |
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|
2014
Q3 | $278K | Buy |
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