UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.34M | Hold |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $6.14M | Buy |
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|
2021
Q4 | $2.55M | Sell |
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|
2021
Q3 | $5.28M | Hold |
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|
2021
Q2 | $5.27M | Hold |
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|
2021
Q1 | $4.87M | Hold |
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|
2020
Q4 | $4.6M | Hold |
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|
2020
Q3 | $4.12M | Hold |
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|
2020
Q2 | $3.79M | Hold |
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|
2020
Q1 | $3.17M | Hold |
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|
2019
Q4 | $3.96M | Hold |
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|
2019
Q3 | $3.66M | Hold |
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|
2019
Q2 | $3.61M | Hold |
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|
2019
Q1 | $3.49M | Hold |
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|
2018
Q4 | $3.08M | Hold |
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|
2018
Q3 | $3.59M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.87M | Buy |
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