Monroe Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $201K | Sell |
|
|||||
|
2018
Q4 | $324K | Hold |
|
|||||
|
2018
Q3 | $376K | Hold |
|
|||||
|
2018
Q2 | $351K | Hold |
|
|||||
|
2018
Q1 | $341K | Sell |
|
|||||
|
2017
Q4 | $355K | Hold |
|
|||||
|
2017
Q3 | $334K | Hold |
|
|||||
|
2017
Q2 | $321K | Sell |
|
|||||
|
2017
Q1 | $431K | Buy |
|
|||||
|
2016
Q4 | $324K | Hold |
|
|||||
|
2016
Q3 | $307K | Sell |
|
|||||
|
2016
Q2 | $371K | Sell |
|
|||||
|
2016
Q1 | $514K | Sell |
|
|||||
|
2015
Q4 | $567K | Hold |
|
|||||
|
2015
Q3 | $533K | Buy |
|