Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $899K | Buy |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $242K | Hold |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $342K | Hold |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $349K | Sell |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $408K | Sell |
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|
2014
Q4 | $844K | Buy |
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|
2014
Q3 | $538K | Buy |
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|
2014
Q2 | $96K | Sell |
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|
2014
Q1 | $385K | Buy |
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|
2013
Q4 | $90K | Sell |
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|
2013
Q3 | $97K | Buy |
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