Stearns Financial Services Group’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 | $307K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $218K | Sell |
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|
2018
Q2 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $549K | Sell |
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|
2016
Q3 | $542K | Sell |
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|
2016
Q2 | $532K | Sell |
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|
2016
Q1 | $759K | Buy |
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|
2015
Q4 | $672K | Sell |
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|
2015
Q3 | $661K | Sell |
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|
2015
Q2 | $712K | Buy |
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|
2015
Q1 | $711K | Buy |
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|
2014
Q4 | $704K | Buy |
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|
2014
Q3 | $672K | Buy |
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|
2014
Q2 | $648K | Buy |
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|
2014
Q1 | $611K | Buy |
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|
2013
Q4 | $368K | Sell |
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|
2013
Q3 | $361K | Sell |
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|
2013
Q2 | $351K | Buy |
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