KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.56M | Sell |
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|
2023
Q2 | $9.01M | Sell |
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|
2023
Q1 | $8.81M | Sell |
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|
2022
Q4 | $8.79M | Buy |
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|
2022
Q3 | $7.88M | Sell |
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|
2022
Q2 | $8.56M | Sell |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $8.99M | Buy |
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|
2021
Q2 | $8.81M | Buy |
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|
2021
Q1 | $7.64M | Buy |
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|
2020
Q4 | $6.63M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $947K | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $4.16M | Sell |
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|
2018
Q1 | $4.45M | Sell |
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|
2017
Q4 | $4.59M | Buy |
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