Tucker Asset 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 | $471K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $96.7K | Sell |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $40.6K | Hold |
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|
2021
Q3 | $39.2K | Buy |
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|
2021
Q2 | $36.1K | Hold |
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|
2021
Q1 | $33.4K | Buy |
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|
2020
Q4 | $24.8K | Buy |
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