WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.05M | Sell |
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|
2023
Q3 | $5.58M | Sell |
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|
2023
Q2 | $6.05M | Sell |
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|
2023
Q1 | $6.06M | Buy |
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|
2022
Q4 | $5.54M | Buy |
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|
2022
Q3 | $4.91M | Sell |
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|
2022
Q2 | $5.34M | Buy |
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|
2022
Q1 | $5.79M | Sell |
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|
2021
Q4 | $6.46M | Buy |
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|
2021
Q3 | $5.14M | Sell |
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|
2021
Q2 | $6.28M | Buy |
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|
2021
Q1 | $5.81M | Buy |
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|
2020
Q4 | $4.58M | Buy |
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|
2020
Q3 | $4.08M | Buy |
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|
2020
Q2 | $3.49M | Sell |
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|
2020
Q1 | $3.09M | Sell |
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|
2019
Q4 | $5.41M | Buy |
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|
2019
Q3 | $3.81M | Buy |
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|
2019
Q2 | $3.49M | Buy |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $2.27M | Sell |
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|
2018
Q3 | $3.82M | Buy |
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|
2018
Q2 | $3.17M | Buy |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $9.13M | Buy |
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|
2017
Q3 | $7.66M | Buy |
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|
2017
Q2 | $7.08M | Buy |
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|
2017
Q1 | $5.74M | Buy |
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|
2016
Q4 | $4.5M | Buy |
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|
2016
Q3 | $4.08M | Sell |
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|
2016
Q2 | $4.21M | Sell |
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|
2016
Q1 | $4.84M | Buy |
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