Orser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $484K | Hold |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $419K | Hold |
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|
2018
Q3 | $419K | Hold |
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|
2018
Q2 | $422K | Hold |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $702K | Buy |
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