RegentAtlantic Capital’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
Q3 | $2.7M | Sell |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.72M | Buy |
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|
2021
Q4 | $3.45M | Sell |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.19M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.7M | Buy |
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|
2020
Q3 | $2.37M | Sell |
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|
2020
Q2 | $2.53M | Buy |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $1.61M | Sell |
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|
2019
Q2 | $1.65M | Buy |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.37M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $967K | Sell |
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|
2015
Q4 | $1.09M | Sell |
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|
2015
Q3 | $1.17M | Buy |
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|
2015
Q2 | $1.06M | Sell |
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|
2015
Q1 | $972K | Buy |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $929K | Sell |
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|
2014
Q2 | $944K | Buy |
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|
2014
Q1 | $825K | Buy |
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|
2013
Q4 | $787K | Sell |
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|
2013
Q3 | $736K | Sell |
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|
2013
Q2 | $719K | Buy |
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