LifePlan Financial Group’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
Q3 | $8.15M | Buy |
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|
2020
Q2 | $7.44M | Buy |
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|
2020
Q1 | $5.57M | Buy |
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|
2019
Q4 | $6.46M | Buy |
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|
2019
Q3 | $5.84M | Sell |
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|
2019
Q2 | $5.84M | Buy |
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|
2019
Q1 | $3.96M | Buy |
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|
2018
Q4 | $756K | Buy |
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|
2018
Q3 | $873K | Sell |
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|
2018
Q2 | $951K | Buy |
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|
2018
Q1 | $895K | Sell |
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|
2017
Q4 | $5.41M | Hold |
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|
2017
Q3 | $5.41M | Buy |
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $843K | Buy |
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|
2016
Q3 | $423K | Buy |
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|
2016
Q2 | $386K | Buy |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $348K | Sell |
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|
2015
Q3 | $396K | Buy |
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|
2015
Q2 | $395K | Sell |
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|
2015
Q1 | $1.92M | Sell |
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|
2014
Q4 | $2.48M | Buy |
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|
2014
Q3 | $1.76M | Sell |
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|
2014
Q2 | $2.02M | Buy |
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|
2014
Q1 | $1.27M | Sell |
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|
2013
Q4 | $2.12M | Sell |
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|
2013
Q3 | $11.2M | Buy |
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