Kessler Investment Group’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 | – | Sell |
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|
2024
Q1 | $52.6K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $66K | Sell |
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|
2020
Q4 | $4.92M | Sell |
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|
2020
Q3 | $15M | Sell |
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|
2020
Q2 | $14.7M | Buy |
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|
2020
Q1 | $9.86M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $11.4M | Buy |
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|
2019
Q2 | $9.88M | Buy |
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|
2019
Q1 | $9.31M | Sell |
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|
2018
Q4 | $8.4M | Buy |
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|
2018
Q3 | $3.11M | Buy |
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