Lehman & Derafelo Financial Resources’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 | $4.74M | Sell |
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|
2022
Q3 | $8.64M | Buy |
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|
2022
Q2 | $2.11M | Hold |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.5M | Hold |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $11.6M | Buy |
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|
2021
Q1 | $10.7M | Hold |
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|
2020
Q4 | $10.1M | Hold |
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|
2020
Q3 | $9.03M | Hold |
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|
2020
Q2 | $8.32M | Sell |
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|
2020
Q1 | $8.45M | Buy |
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|
2019
Q4 | $10.5M | Hold |
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|
2019
Q3 | $9.73M | Hold |
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|
2019
Q2 | $9.78M | Sell |
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|
2019
Q1 | $9.28M | Buy |
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|
2018
Q4 | $8.21M | Buy |
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