Shine Investment Advisory 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
2020
Q3
$2.54M Sell
2020
Q2
$2.92M Sell
2020
Q1
$2.5M Buy
2019
Q4
$609K Hold
2019
Q3
$562K Hold
2019
Q2
$555K Hold
2019
Q1
$536K Hold
2018
Q4
$474K Hold
2018
Q3
$552K Buy
2018
Q2
$504K Hold
2018
Q1
$489K Hold
2017
Q4
$496K Hold
2017
Q3
$466K Hold
2017
Q2
$449K Hold
2017
Q1
$438K Buy