Sigma Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $288K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $261K | Hold |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $255K | Sell |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $243K | Sell |
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|
2016
Q3 | $283K | Sell |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $451K | Sell |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $600K | Sell |
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|
2015
Q1 | $818K | Sell |
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|
2014
Q4 | $1.53M | Sell |
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|
2014
Q3 | $1.82M | Sell |
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|
2014
Q2 | $2.23M | Sell |
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|
2014
Q1 | $3.7M | Sell |
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|
2013
Q4 | $6.04M | Sell |
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|
2013
Q3 | $5.54M | Sell |
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|
2013
Q2 | $5.34M | Buy |
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