San Francisco Sentry Investment 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
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.65M | Sell |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.7M | Sell |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $2.13M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $788K | Buy |
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|
2017
Q1 | $530K | Buy |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $456K | Buy |
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|
2016
Q2 | $404K | Hold |
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|
2016
Q1 | $396K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $130K | Sell |
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|
2014
Q1 | $26M | Buy |
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|
2013
Q4 | $14.3M | Buy |
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|
2013
Q3 | $2.56M | Buy |
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|
2013
Q2 | $1.79M | Buy |
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