Stableford Capital II’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $951K | Sell |
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|
2020
Q4 | $921K | Buy |
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|
2020
Q3 | $798K | Buy |
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|
2020
Q2 | $720K | Sell |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.14M | Buy |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $3.08M | Sell |
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|
2018
Q2 | $2.9M | Sell |
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|
2018
Q1 | $2.88M | Sell |
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|
2017
Q4 | $4.96M | Buy |
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|
2017
Q3 | $2.76M | Buy |
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|
2017
Q2 | $2.08M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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