HBC Financial Services’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
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.17M | Hold |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.01M | Hold |
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|
2020
Q1 | $769K | Hold |
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|
2019
Q4 | $1.01M | Buy |
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