Gamble Jones Investment Counsel’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
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.1M | Sell |
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|
2021
Q4 | $3.39M | Sell |
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|
2021
Q3 | $3.09M | Sell |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $2.33M | Buy |
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|
2020
Q3 | $1.98M | Sell |
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|
2020
Q2 | $1.97M | Buy |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $2.07M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $913K | Buy |
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|
2018
Q3 | $520K | Buy |
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