USCA RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.85M | Buy |
|
|||||
|
2021
Q1 | $2.6M | Buy |
|
|||||
|
2020
Q4 | $2.37M | Buy |
|
|||||
|
2020
Q3 | $2.11M | Hold |
|
|||||
|
2020
Q2 | $1.95M | Sell |
|
|||||
|
2020
Q1 | $1.63M | Buy |
|
|||||
|
2019
Q4 | $1.96M | Hold |
|
|||||
|
2019
Q3 | $1.81M | Sell |
|
|||||
|
2019
Q2 | $1.8M | Sell |
|
|||||
|
2019
Q1 | $1.85M | Hold |
|
|||||
|
2018
Q4 | $1.63M | Sell |
|
|||||
|
2018
Q3 | $1.9M | Buy |
|
|||||
|
2018
Q2 | $1.64M | Sell |
|
|||||
|
2018
Q1 | $1.6M | Sell |
|
|||||
|
2017
Q4 | $1.98M | Buy |
|
|||||
|
2017
Q3 | $1.55M | Hold |
|
|||||
|
2017
Q2 | $1.55M | Buy |
|
|||||
|
2017
Q1 | $1.24M | Buy |
|
|||||
|
2016
Q4 | $1.11M | Hold |
|
|||||
|
2016
Q3 | $1.07M | Sell |
|
|||||
|
2016
Q2 | $1.04M | Buy |
|
|||||
|
2016
Q1 | $973K | Sell |
|
|||||
|
2015
Q4 | $968K | Hold |
|
|||||
|
2015
Q3 | $911K | Buy |
|
|||||
|
2015
Q2 | $942K | Sell |
|
|||||
|
2015
Q1 | $982K | Buy |
|
|||||
|
2014
Q4 | $921K | Buy |
|
|||||
|
2014
Q3 | $814K | Buy |
|
|||||
|
2014
Q2 | $750K | Buy |
|
|||||
|
2014
Q1 | $683K | Buy |
|
|||||
|
2013
Q4 | $587K | Buy |
|
|||||
|
2013
Q3 | $513K | Sell |
|
|||||
|
2013
Q2 | $526K | Buy |
|