Tri-Star 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 | $566K | Hold |
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|
2023
Q2 | $587K | Hold |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $41.2M | Sell |
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|
2022
Q3 | $39.6M | Buy |
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|
2022
Q2 | $40.2M | Buy |
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|
2022
Q1 | $42.6M | Buy |
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|
2021
Q4 | $31.5M | Buy |
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|
2021
Q3 | $24.9M | Sell |
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|
2021
Q2 | $26M | Buy |
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|
2021
Q1 | $24.4M | Sell |
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|
2020
Q4 | $25M | Buy |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $14M | Buy |
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