Kingfisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.47M | Sell |
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|
2024
Q2 | $7.51M | Sell |
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|
2024
Q1 | $7.25M | Sell |
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|
2023
Q4 | $6.61M | Buy |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $6.47M | Sell |
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|
2022
Q4 | $6.36M | Sell |
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|
2022
Q3 | $7.01M | Sell |
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|
2022
Q2 | $7.46M | Sell |
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|
2022
Q1 | $8.94M | Buy |
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|
2021
Q4 | $9.39M | Buy |
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|
2021
Q3 | $7.82M | Buy |
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|
2021
Q2 | $7.29M | Buy |
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|
2021
Q1 | $6.42M | Buy |
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|
2020
Q4 | $6.05M | Sell |
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|
2020
Q3 | $5.69M | Buy |
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|
2020
Q2 | $5.08M | Buy |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $3.25M | Sell |
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|
2019
Q3 | $3.07M | Buy |
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|
2019
Q2 | $2.96M | Sell |
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|
2019
Q1 | $2.86M | Buy |
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|
2018
Q4 | $2.43M | Sell |
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|
2018
Q3 | $2.84M | Sell |
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|
2018
Q2 | $2.76M | Buy |
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|
2018
Q1 | $2.65M | Sell |
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|
2017
Q4 | $2.71M | Buy |
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|
2017
Q3 | $2.47M | Buy |
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|
2017
Q2 | $2.35M | Buy |
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|
2017
Q1 | $2.22M | Buy |
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|
2016
Q4 | $1.38M | Buy |
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