Partnervest Advisory Services’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
Q3 | $2.51M | Buy |
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2020
Q2 | $2.21M | Buy |
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2020
Q1 | $951K | Buy |
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2019
Q4 | $1.17M | Sell |
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2019
Q3 | $1.18M | Buy |
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2019
Q2 | $1.05M | Sell |
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2019
Q1 | $1.21M | Sell |
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2018
Q4 | $1.32M | Buy |
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2018
Q3 | $531K | Buy |
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2018
Q2 | $464K | Sell |
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2018
Q1 | $580K | Buy |
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2017
Q4 | $501K | Buy |
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2017
Q3 | $345K | Sell |
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2017
Q2 | $358K | Buy |
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2017
Q1 | $313K | Sell |
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2016
Q4 | $307K | Buy |
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2016
Q3 | $291K | Sell |
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2016
Q2 | $330K | Sell |
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2016
Q1 | $455K | Buy |
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2015
Q4 | $417K | Buy |
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2015
Q3 | $323K | Buy |
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2015
Q2 | $313K | Buy |
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2015
Q1 | $227K | Sell |
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2014
Q4 | $389K | Sell |
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2014
Q3 | $474K | Sell |
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2014
Q2 | $557K | Buy |
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2014
Q1 | $323K | Buy |
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2013
Q4 | $261K | Buy |
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2013
Q3 | $218K | Buy |
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2013
Q2 | $17K | Buy |
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