Lucas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $889K | Buy |
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|
2018
Q1 | $814K | Sell |
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|
2017
Q4 | $835K | Buy |
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|
2017
Q3 | $320K | Sell |
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|
2017
Q2 | $362K | Buy |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $215K | Sell |
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|
2015
Q4 | $214K | Buy |
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|
2015
Q3 | $200K | Buy |
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