Sonora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $521K | Hold |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $199K | Hold |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $193K | Sell |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $74.7K | Hold |
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|
2017
Q3 | $70.3K | Hold |
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|
2017
Q2 | $67.7K | Hold |
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|
2017
Q1 | $66K | Hold |
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|
2016
Q4 | $62.5K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $97.3K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $34K | Buy |
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