Maxim Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8.91M | Buy |
27,454
+577
| +2% | +$187K | 7.96% | 4 |
|
|
2020
Q1 | $6.95M | Sell |
26,877
-2,524
| -9% | -$652K | 7.2% | 6 |
|
|
2019
Q4 | $7.4M | Buy |
29,401
+1,011
| +4% | +$254K | 7.64% | 4 |
|
|
2019
Q3 | $8.48M | Sell |
28,390
-1,652
| -5% | -$493K | 7.65% | 6 |
|
|
2019
Q2 | $8.86M | Buy |
30,042
+151
| +0.5% | +$44.5K | 8.29% | 5 |
|
|
2019
Q1 | $8.51M | Buy |
29,891
+490
| +2% | +$139K | 7.92% | 5 |
|
|
2018
Q4 | $7.4M | Buy |
+29,401
| New | +$7.4M | 7.64% | 4 |
|