Pacific Edge Advisors’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 | $10.4M | Sell |
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|
2021
Q2 | $10.7M | Sell |
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|
2021
Q1 | $11.2M | Sell |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $10.3M | Sell |
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|
2020
Q2 | $9.83M | Buy |
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|
2020
Q1 | $2.72M | Sell |
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|
2019
Q4 | $9.55M | Sell |
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|
2019
Q3 | $9.79M | Sell |
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|
2019
Q2 | $9.93M | Sell |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $10.5M | Buy |
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