Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $9.83M | Buy |
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|
2018
Q3 | $8.78M | Buy |
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|
2018
Q2 | $8M | Buy |
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|
2018
Q1 | $7.71M | Sell |
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|
2017
Q4 | $8.43M | Buy |
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|
2017
Q3 | $7.23M | Buy |
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|
2017
Q2 | $6.57M | Buy |
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|
2017
Q1 | $5.64M | Buy |
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|
2016
Q4 | $3.81M | Sell |
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|
2016
Q3 | $3.73M | Buy |
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|
2016
Q2 | $3.59M | Buy |
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|
2016
Q1 | $3.46M | Buy |
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|
2015
Q4 | $3.33M | Buy |
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|
2015
Q3 | $2.55M | Sell |
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|
2015
Q2 | $3.25M | Buy |
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|
2015
Q1 | $2.24M | Buy |
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|
2014
Q4 | $887K | Buy |
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|
2014
Q3 | $673K | Buy |
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|
2014
Q2 | $666K | Buy |
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|
2014
Q1 | $633K | Hold |
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|
2013
Q4 | $625K | Buy |
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