Union Investments & Development’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
Q3 | $868K | Hold |
|
|||||
|
2024
Q2 | $830K | Hold |
|
|||||
|
2024
Q1 | $789K | Sell |
|
|||||
|
2023
Q4 | $39.7M | Sell |
|
|||||
|
2023
Q3 | $72.2M | Hold |
|
|||||
|
2023
Q2 | $75M | Hold |
|
|||||
|
2023
Q1 | $69.1M | Hold |
|
|||||
|
2022
Q4 | $68.7M | Sell |
|
|||||
|
2022
Q3 | $65M | Buy |
|
|||||
|
2022
Q2 | $68.2M | Buy |
|
|||||
|
2022
Q1 | $81.6M | Sell |
|
|||||
|
2021
Q4 | $85.7M | Buy |
|