Highland Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7.35M | Buy |
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|
2022
Q2 | $6.74M | Buy |
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|
2022
Q1 | $7.37M | Sell |
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|
2021
Q4 | $8.02M | Sell |
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|
2021
Q3 | $9.72M | Buy |
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|
2021
Q2 | $6.31M | Buy |
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|
2021
Q1 | $5.34M | Buy |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $4.44M | Sell |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $3.41M | Hold |
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|
2019
Q4 | $4.27M | Buy |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.74M | Hold |
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|
2019
Q1 | $2.64M | Buy |
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|
2018
Q4 | $2.29M | Hold |
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|
2018
Q3 | $2.67M | Sell |
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|
2018
Q2 | $2.64M | Sell |
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|
2018
Q1 | $4.13M | Buy |
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|
2017
Q4 | $2.44M | Buy |
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|
2017
Q3 | $2.11M | Sell |
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|
2017
Q2 | $2.05M | Buy |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $1.51M | Sell |
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|
2016
Q3 | $1.96M | Buy |
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|
2016
Q2 | $1.69M | Sell |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.67M | Buy |
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