Paragon Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16.1M | Sell |
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|
2019
Q3 | $14.9M | Sell |
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2019
Q2 | $24.2M | Buy |
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|
2019
Q1 | $13M | Sell |
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|
2018
Q4 | $18.9M | Sell |
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|
2018
Q3 | $25.6M | Buy |
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|
2018
Q2 | $16.3M | Buy |
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|
2018
Q1 | $14.3M | Buy |
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|
2017
Q4 | $13.2M | Buy |
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|
2017
Q3 | $11.7M | Buy |
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|
2017
Q2 | $10.8M | Sell |
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|
2017
Q1 | $17.7M | Buy |
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|
2016
Q4 | $16.4M | Buy |
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