Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $426K | Sell |
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|
2019
Q1 | $509 | Sell |
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|
2018
Q4 | $470 | Buy |
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|
2018
Q3 | $543K | Sell |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $514K | Buy |
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