HM Capital 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
Q3 | $444K | Sell |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $580K | Hold |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $510K | Sell |
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|
2020
Q3 | $459K | Buy |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $437K | Hold |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $434K | Buy |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $393K | Sell |
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|
2017
Q4 | $404K | Hold |
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|
2017
Q3 | $380K | Sell |
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|
2017
Q2 | $441K | Sell |
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|
2017
Q1 | $435K | Hold |
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|
2016
Q4 | $413K | Sell |
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|
2016
Q3 | $468K | Sell |
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|
2016
Q2 | $468K | Hold |
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|
2016
Q1 | $463K | Sell |
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|
2015
Q4 | $471K | Sell |
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|
2015
Q3 | $455K | Hold |
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|
2015
Q2 | $492K | Sell |
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|
2015
Q1 | $592K | Buy |
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|
2014
Q4 | $492K | Sell |
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|
2014
Q3 | $481K | Sell |
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|
2014
Q2 | $490K | Sell |
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|
2014
Q1 | $557K | Sell |
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|
2013
Q4 | $590K | Buy |
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|
2013
Q3 | $528K | Buy |
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|
2013
Q2 | $420K | Buy |
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