Laurel Wealth Advisors (California)’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
Q4 | $7.27M | Buy |
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|
2022
Q3 | $6.58M | Buy |
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|
2022
Q2 | $5.69M | Sell |
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|
2022
Q1 | $7.49M | Buy |
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|
2021
Q4 | $6.2M | Buy |
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|
2021
Q3 | $4.96M | Sell |
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|
2021
Q2 | $5.54M | Buy |
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|
2021
Q1 | $4.66M | Buy |
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|
2020
Q4 | $3.94M | Sell |
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|
2020
Q3 | $3.94M | Sell |
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|
2020
Q2 | $4.91M | Sell |
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|
2020
Q1 | $4.34M | Sell |
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|
2019
Q4 | $16.4M | Buy |
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|
2019
Q3 | $5.09M | Buy |
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|
2019
Q2 | $4.73M | Buy |
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|
2019
Q1 | $4.44M | Sell |
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|
2018
Q4 | $7.76M | Buy |
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|
2018
Q3 | $4.3M | Sell |
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|
2018
Q2 | $4.9M | Sell |
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|
2018
Q1 | $4.95M | Buy |
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|
2017
Q4 | $4.7M | Buy |
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|
2017
Q3 | $4.34M | Buy |
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|
2017
Q2 | $4.07M | Buy |
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|
2017
Q1 | $3.94M | Buy |
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|
2016
Q4 | $3.65M | Buy |
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|
2016
Q3 | $3.46M | Sell |
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|
2016
Q2 | $3.51M | Sell |
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|
2016
Q1 | $3.49M | Buy |
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|
2015
Q4 | $2.97M | Buy |
|