Lenox Wealth Advisors’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
Q1 | $770K | Buy |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $197K | Buy |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $96K | Hold |
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|
2018
Q2 | $90K | Buy |
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|
2018
Q1 | $28K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $90K | Hold |
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|
2016
Q3 | $87K | Hold |
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|
2016
Q2 | $84K | Buy |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $28K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $55K | Buy |
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|
2014
Q4 | $30K | Hold |
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|
2014
Q3 | $29K | Buy |
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