Independence Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $766K | Hold |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $606K | Buy |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $643K | Sell |
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|
2019
Q1 | $966K | Buy |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $422K | Buy |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $365K | Sell |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $341K | Hold |
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|
2017
Q1 | $332K | Buy |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $299K | Sell |
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|
2016
Q2 | $306K | Buy |
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