GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.64M | Sell |
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|
2022
Q4 | $9.18M | Buy |
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|
2022
Q3 | $7.53M | Buy |
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|
2022
Q2 | $7.13M | Sell |
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|
2022
Q1 | $8.77M | Sell |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $7.06M | Sell |
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|
2021
Q2 | $7.36M | Sell |
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|
2021
Q1 | $6.82M | Buy |
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|
2020
Q4 | $6.43M | Buy |
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|
2020
Q3 | $5.27M | Sell |
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|
2020
Q2 | $4.96M | Sell |
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|
2020
Q1 | $7.37M | Buy |
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|
2019
Q4 | $8.87M | Buy |
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|
2019
Q3 | $8.09M | Hold |
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|
2019
Q2 | $7.99M | Sell |
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|
2019
Q1 | $8.35M | Buy |
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|
2018
Q4 | $6.91M | Buy |
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