Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9.53M | Hold |
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|
2018
Q2 | $8.89M | Buy |
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2018
Q1 | $8.06M | Buy |
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|
2017
Q4 | $7.9M | Buy |
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|
2017
Q3 | $6.53M | Buy |
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|
2017
Q2 | $6.05M | Buy |
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|
2017
Q1 | $5.9M | Sell |
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|
2016
Q4 | $6.99M | Buy |
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|
2016
Q3 | $6.54M | Buy |
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|
2016
Q2 | $6.12M | Buy |
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|
2016
Q1 | $5.79M | Hold |
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|
2015
Q4 | $5.74M | Buy |
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