HC Financial Advisors’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
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $47K | Buy |
|
|||||
|
2021
Q4 | $48K | Buy |
|
|||||
|
2021
Q3 | $9K | Sell |
|
|||||
|
2021
Q2 | $22K | Sell |
|
|||||
|
2021
Q1 | $114K | Sell |
|
|||||
|
2020
Q4 | $186K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $220K | Hold |
|
|||||
|
2018
Q2 | $205K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $202K | Buy |
|