Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $554K | Hold |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $923K | Buy |
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|
2021
Q3 | $696K | Sell |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $632K | Buy |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $460K | Buy |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $488K | Buy |
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