Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.55M | Buy |
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2020
Q3 | $1.38M | Buy |
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2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $569K | Sell |
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|
2019
Q4 | $981K | Sell |
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|
2019
Q3 | $950K | Sell |
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|
2019
Q2 | $964K | Sell |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $622K | Buy |
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|
2018
Q3 | $268K | Buy |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $263K | Buy |
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|
2017
Q2 | $196K | Buy |
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|
2017
Q1 | $156K | Buy |
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|
2016
Q4 | $108K | Buy |
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|
2016
Q3 | $69K | Hold |
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|
2016
Q2 | $67K | Sell |
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|
2016
Q1 | $76K | Buy |
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