M&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $98.8K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $343K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Buy |
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