First National Bank of South Miami’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 | $4.63M | Sell |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $4.35M | Sell |
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|
2022
Q2 | $5.07M | Sell |
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|
2022
Q1 | $6.17M | Buy |
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|
2021
Q4 | $6.36M | Buy |
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|
2021
Q3 | $5.67M | Sell |
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|
2021
Q2 | $5.84M | Sell |
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|
2021
Q1 | $5.46M | Buy |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $4.03M | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $3.22M | Sell |
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|
2019
Q4 | $4.75M | Sell |
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|
2019
Q3 | $4.44M | Hold |
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|
2019
Q2 | $4.51M | Buy |
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|
2019
Q1 | $4.18M | Buy |
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|
2018
Q4 | $3.94M | Buy |
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