Security National Trust’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
Q3 | – | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $966K | Sell |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $979K | Buy |
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|
2016
Q4 | $926K | Hold |
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|
2016
Q3 | $896K | Buy |
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|
2016
Q2 | $859K | Buy |
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|
2016
Q1 | $800K | Hold |
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|
2015
Q4 | $793K | Hold |
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|
2015
Q3 | $746K | Hold |
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|
2015
Q2 | $802K | Buy |
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|
2015
Q1 | $779K | Buy |
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|
2014
Q4 | $731K | Sell |
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|
2014
Q3 | $711K | Hold |
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|
2014
Q2 | $706K | Buy |
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|
2014
Q1 | $656K | Sell |
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|
2013
Q4 | $650K | Hold |
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|
2013
Q3 | $592K | Sell |
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|
2013
Q2 | $601K | Buy |
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