Paracle 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
Q1 | $800K | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $997K | Sell |
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|
2020
Q2 | $957K | Sell |
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|
2020
Q1 | $807K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $608K | Buy |
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|
2019
Q2 | $318K | Hold |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $247K | Hold |
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $360K | Hold |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $281K | Hold |
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|
2016
Q4 | $267K | Sell |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $308K | Sell |
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|
2015
Q3 | $294K | Hold |
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|
2015
Q2 | $317K | Buy |
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|
2015
Q1 | $288K | Hold |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $277K | Buy |
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