LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.22M | Hold |
|
|||||
|
2022
Q4 | $1.14M | Hold |
|
|||||
|
2022
Q3 | $1.06M | Hold |
|
|||||
|
2022
Q2 | $1.13M | Hold |
|
|||||
|
2022
Q1 | $1.35M | Hold |
|
|||||
|
2021
Q4 | $1.42M | Sell |
|
|||||
|
2021
Q3 | $1.3M | Hold |
|
|||||
|
2021
Q2 | $1.3M | Sell |
|
|||||
|
2021
Q1 | $1.22M | Hold |
|
|||||
|
2020
Q4 | $1.15M | Hold |
|
|||||
|
2020
Q3 | $1.03M | Sell |
|
|||||
|
2020
Q2 | $955K | Sell |
|
|||||
|
2020
Q1 | $955K | Buy |
|
|||||
|
2019
Q4 | $907K | Sell |
|
|||||
|
2019
Q3 | $860K | Hold |
|
|||||
|
2019
Q2 | $849K | Hold |
|
|||||
|
2019
Q1 | $820K | Buy |
|
|||||
|
2018
Q4 | $633K | Buy |
|
|||||
|
2018
Q3 | $619K | Buy |
|
|||||
|
2018
Q2 | $576K | Hold |
|
|||||
|
2018
Q1 | $560K | Buy |
|
|||||
|
2017
Q4 | $567K | Buy |
|
|||||
|
2017
Q3 | $469K | Buy |
|
|||||
|
2017
Q2 | $451K | Hold |
|
|||||
|
2017
Q1 | $440K | Buy |
|
|||||
|
2016
Q4 | $394K | Buy |
|