Landsberg Bennett & Dubbaneh’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.43M | Buy |
3,277
+234
| +8% | +$102K | 0.18% | 111 |
|
|
2021
Q2 | $1.31M | Buy |
3,043
+248
| +9% | +$107K | 0.17% | 115 |
|
|
2021
Q1 | $1.12M | Buy |
2,795
+358
| +15% | +$144K | 0.16% | 112 |
|
|
2020
Q4 | $915K | Buy |
2,437
+213
| +10% | +$80K | 0.14% | 114 |
|
|
2020
Q3 | $742K | Buy |
2,224
+51
| +2% | +$17K | 0.13% | 123 |
|
|
2020
Q2 | $664K | Buy |
2,173
+93
| +4% | +$28.4K | 0.14% | 127 |
|
|
2020
Q1 | $525K | Buy |
2,080
+487
| +31% | +$123K | 0.15% | 108 |
|
|
2019
Q4 | $514K | Buy |
1,593
+101
| +7% | +$32.6K | 0.12% | 151 |
|
|
2019
Q3 | $443K | Buy |
1,492
+26
| +2% | +$7.72K | 0.12% | 148 |
|
|
2019
Q2 | $436K | Buy |
1,466
+156
| +12% | +$46.4K | 0.11% | 155 |
|
|
2019
Q1 | $378K | Buy |
1,310
+492
| +60% | +$142K | 0.09% | 169 |
|
|
2018
Q4 | $206K | Buy |
+818
| New | +$206K | 0.08% | 184 |
|