Rikoon Group’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
Q1 | $3.38M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.78M | Sell |
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|
2020
Q2 | $2.56M | Buy |
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|
2020
Q1 | $2.13M | Hold |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.44M | Buy |
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|
2019
Q1 | $2.32M | Buy |
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|
2018
Q4 | $2.04M | Buy |
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|
2018
Q3 | $2.37M | Sell |
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|
2018
Q2 | $2.23M | Buy |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $1.99M | Sell |
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|
2017
Q2 | $1.95M | Hold |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.86M | Buy |
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|
2016
Q3 | $1.73M | Buy |
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