Lucia Wealth Services’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 | $331K | Sell |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $265K | Buy |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $132K | Sell |
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|
2018
Q3 | $168K | Hold |
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|
2018
Q2 | $157K | Buy |
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|
2018
Q1 | $139K | Sell |
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|
2017
Q4 | $299K | Buy |
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