Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $93.9M | Sell |
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|
2020
Q3 | $85M | Sell |
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|
2020
Q2 | $115M | Sell |
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|
2020
Q1 | $111M | Buy |
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|
2019
Q4 | $121M | Sell |
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|
2019
Q3 | $113M | Buy |
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|
2019
Q2 | $110M | Buy |
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|
2019
Q1 | $104M | Sell |
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|
2018
Q4 | $92.9M | Sell |
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|
2018
Q3 | $131M | Sell |
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|
2018
Q2 | $124M | Buy |
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|
2018
Q1 | $119M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $109M | Buy |
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|
2017
Q2 | $104M | Buy |
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|
2017
Q1 | $97.9M | Sell |
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|
2016
Q4 | $186M | Buy |
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|
2016
Q3 | $89.4M | Buy |
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|
2016
Q2 | $86.2M | Buy |
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|
2016
Q1 | $81.8M | Buy |
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|
2015
Q4 | $78.4M | Buy |
|