Resource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Hold |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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