Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $536K | Buy |
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|
2019
Q4 | $578K | Sell |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $393K | Buy |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $539K | Buy |
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|
2017
Q2 | $482K | Sell |
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|
2017
Q1 | $629K | Sell |
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|
2016
Q4 | $600K | Buy |
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|
2016
Q3 | $553K | Hold |
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|
2016
Q2 | $553K | Sell |
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|
2016
Q1 | $611K | Sell |
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|
2015
Q4 | $616K | Buy |
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