Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $975K | Sell |
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|
2022
Q3 | $982K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.29K | Buy |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $2.37M | Sell |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $2.59M | Buy |
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