Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $195K | Hold |
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|
2019
Q3 | $180K | Sell |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $355K | Hold |
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|
2018
Q4 | $314K | Hold |
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|
2018
Q3 | $366K | Hold |
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|
2018
Q2 | $341K | Hold |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $152K | Hold |
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|
2017
Q2 | $147K | Hold |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $135K | Hold |
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|
2016
Q3 | $131K | Hold |
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|
2016
Q2 | $127K | Hold |
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|
2016
Q1 | $124K | Buy |
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