Viridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.44M | Buy |
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