Relaxing Retirement Coach’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
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $2.34M | Sell |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.38M | Sell |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $6.78M | Sell |
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|
2020
Q1 | $7.68M | Sell |
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|
2019
Q4 | $16.6M | Sell |
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|
2019
Q3 | $16.1M | Sell |
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|
2019
Q2 | $16.4M | Sell |
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|
2019
Q1 | $16.3M | Sell |
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|
2018
Q4 | $14.6M | Buy |
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|
2018
Q3 | $16.1M | Sell |
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|
2018
Q2 | $15.2M | Buy |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $6.73M | Buy |
|