Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $14.8M | Buy |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $14.1M | Sell |
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|
2021
Q2 | $14.5M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $9.69M | Buy |
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|
2020
Q3 | $7.25M | Buy |
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|
2020
Q2 | $4.53M | Buy |
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|
2020
Q1 | $3.16M | Buy |
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|
2019
Q4 | $3.41M | Hold |
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|
2019
Q3 | $3.11M | Hold |
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|
2019
Q2 | $3.11M | Buy |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $281K | Buy |
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