Private Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $244K | Sell |
|
|||||
|
2023
Q1 | $249K | Sell |
|
|||||
|
2022
Q4 | $251K | Buy |
|
|||||
|
2022
Q3 | $232K | Hold |
|
|||||
|
2022
Q2 | $246K | Sell |
|
|||||
|
2022
Q1 | $361K | Buy |
|
|||||
|
2021
Q4 | $320K | Buy |
|
|||||
|
2021
Q3 | $288K | Hold |
|
|||||
|
2021
Q2 | $287K | Buy |
|
|||||
|
2021
Q1 | $265K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $208K | Buy |
|