Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.31M | Sell |
|
|||||
|
2019
Q1 | $1.27M | Sell |
|
|||||
|
2018
Q4 | $1.2M | Hold |
|
|||||
|
2018
Q3 | $1.39M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $787K | Buy |
|
|||||
|
2017
Q3 | $586K | Hold |
|
|||||
|
2017
Q2 | $564K | Hold |
|
|||||
|
2017
Q1 | $550K | Sell |
|
|||||
|
2016
Q4 | $594K | Hold |
|
|||||
|
2016
Q3 | $575K | Hold |
|
|||||
|
2016
Q2 | $556K | Hold |
|
|||||
|
2016
Q1 | $546K | Buy |
|