Mosaic Family Wealth’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
Q4 | $925K | Buy |
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|
2021
Q3 | $565K | Sell |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $708K | Hold |
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|
2020
Q4 | $668K | Hold |
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|
2020
Q3 | $598K | Hold |
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $742K | Sell |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $996K | Hold |
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|
2019
Q1 | $962K | Hold |
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|
2018
Q4 | $851K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $945K | Buy |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $414K | Sell |
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|
2017
Q1 | $503K | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $376K | Sell |
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|
2016
Q1 | $777K | Buy |
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|
2015
Q4 | $302K | Buy |
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