InterOcean Capital’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
Q2 | $5.55M | Buy |
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2020
Q1 | $4.25M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $1.17M | Hold |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $998K | Buy |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $501K | Buy |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $331K | Buy |
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