Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $28.5M | Sell |
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2021
Q2 | $29.2M | Buy |
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|
2021
Q1 | $24.9M | Sell |
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|
2020
Q4 | $28M | Sell |
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|
2020
Q3 | $28.2M | Sell |
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|
2020
Q2 | $31M | Sell |
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|
2020
Q1 | $28.2M | Buy |
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|
2019
Q4 | $31.3M | Buy |
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|
2019
Q3 | $25.7M | Buy |
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|
2019
Q2 | $23.7M | Buy |
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|
2019
Q1 | $21M | Buy |
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|
2018
Q4 | $15.1M | Buy |
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