Front Barnett Associates’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
Q3 | – | Sell |
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2023
Q2 | $221K | Sell |
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2023
Q1 | $212K | Sell |
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2022
Q4 | $216K | Hold |
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2022
Q3 | $202K | Hold |
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2022
Q2 | $213K | Hold |
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2022
Q1 | $255K | Buy |
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2021
Q4 | $249K | Sell |
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2021
Q3 | $234K | Sell |
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2021
Q2 | $242K | Sell |
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2021
Q1 | $284K | Sell |
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2020
Q4 | $337K | Hold |
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2020
Q3 | $302K | Hold |
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2020
Q2 | $278K | Buy |
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2020
Q1 | $229K | Buy |
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2019
Q4 | $280K | Hold |
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2019
Q3 | $258K | Sell |
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2019
Q2 | $268K | Buy |
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2019
Q1 | $239K | Hold |
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2018
Q4 | $212K | Hold |
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2018
Q3 | $246K | Hold |
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2018
Q2 | $230K | Hold |
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2018
Q1 | $223K | Buy |
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2017
Q4 | $223K | Sell |
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2017
Q3 | $231K | Buy |
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2017
Q2 | $220K | Hold |
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2017
Q1 | $215K | Buy |
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2015
Q4 | – | Sell |
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2015
Q3 | $288K | Hold |
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2015
Q2 | $310K | Hold |
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2015
Q1 | $311K | Hold |
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2014
Q4 | $309K | Sell |
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2014
Q3 | $309K | Hold |
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2014
Q2 | $307K | Hold |
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2014
Q1 | $293K | Hold |
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2013
Q4 | $290K | Sell |
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2013
Q3 | $266K | Hold |
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2013
Q2 | $253K | Buy |
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