South Texas Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.72M | Sell |
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|
2019
Q2 | $2.74M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $876K | Buy |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $493K | Sell |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $905K | Buy |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $354K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $464K | Sell |
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|
2015
Q4 | $469K | Buy |
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|
2015
Q3 | $249K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $205K | Sell |
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|
2014
Q3 | $201K | Buy |
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