Highwater 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $977K | Sell |
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|
2019
Q2 | $987K | Sell |
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|
2019
Q1 | $958K | Sell |
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|
2018
Q4 | $913K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.01M | Hold |
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|
2017
Q3 | $952K | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $1.03M | Buy |
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