Regent Investment 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
2022
Q4
$270K Hold
2022
Q3
$252K Hold
2022
Q2
$266K Hold
2022
Q1
$319K Hold
2021
Q4
$336K Sell
2021
Q3
$1.17M Hold
2021
Q2
$1.17M Buy
2020
Q1
Sell
2019
Q4
$219K Hold
2019
Q3
$203K Buy