Hotaling Investment 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 | $244K | Hold |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $294K | Hold |
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|
2018
Q4 | $260K | Buy |
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