Jacobus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.79M | Sell |
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|
2017
Q2 | $2.71M | Buy |
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2017
Q1 | $2.22M | Buy |
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|
2016
Q4 | $2.09M | Buy |
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|
2016
Q3 | $1.53M | Hold |
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|
2016
Q2 | $1.48M | Hold |
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|
2016
Q1 | $1.45M | Hold |
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|
2015
Q4 | $1.44M | Hold |
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|
2015
Q3 | $1.35M | Hold |
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|
2015
Q2 | $1.45M | Hold |
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|
2015
Q1 | $1.46M | Hold |
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|
2014
Q4 | $1.45M | Hold |
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|
2014
Q3 | $1.39M | Hold |
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|
2014
Q2 | $1.38M | Buy |
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|
2014
Q1 | $1.3M | Hold |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $1.16M | Hold |
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|
2013
Q2 | $1.11M | Buy |
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