HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.3M | Sell |
|
|||||
|
2024
Q1 | $1.83M | Buy |
|
|||||
|
2023
Q4 | $1.54M | Buy |
|
|||||
|
2023
Q3 | $1.23M | Buy |
|
|||||
|
2023
Q2 | $878K | Buy |
|
|||||
|
2023
Q1 | $792K | Sell |
|
|||||
|
2022
Q4 | $807K | Sell |
|
|||||
|
2022
Q3 | $763K | Sell |
|
|||||
|
2022
Q2 | $815K | Sell |
|
|||||
|
2022
Q1 | $1.67M | Buy |
|
|||||
|
2021
Q4 | $931K | Sell |
|
|||||
|
2021
Q3 | $1.03M | Sell |
|
|||||
|
2021
Q2 | $1.2K | Sell |
|
|||||
|
2021
Q1 | $1.59M | Buy |
|
|||||
|
2020
Q4 | $593K | Buy |
|
|||||
|
2020
Q3 | $514K | Buy |
|
|||||
|
2020
Q2 | $472K | Buy |
|
|||||
|
2020
Q1 | $391K | Hold |
|
|||||
|
2019
Q4 | $489K | Sell |
|
|||||
|
2019
Q3 | $473K | Buy |
|
|||||
|
2019
Q2 | $446K | Sell |
|
|||||
|
2019
Q1 | $433K | Buy |
|
|||||
|
2018
Q4 | $358K | Buy |
|
|||||
|
2018
Q3 | $415K | Sell |
|
|||||
|
2018
Q2 | $389K | Hold |
|
|||||
|
2018
Q1 | $378K | Buy |
|
|||||
|
2017
Q4 | $284K | Buy |
|