Stewardship Financial Advisors’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
Q1 | $149K | Sell |
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|
2020
Q4 | $169K | Buy |
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|
2020
Q3 | $113K | Sell |
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|
2020
Q2 | $146K | Buy |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $152K | Buy |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $90K | Sell |
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|
2018
Q3 | $112K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9.76M | Buy |
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