Weatherstone Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q2 | $377K | Sell |
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|
2018
Q1 | $11.2M | Sell |
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|
2017
Q4 | $12.3M | Buy |
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|
2017
Q3 | $2.36M | Sell |
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|
2017
Q2 | $11.3M | Buy |
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|
2017
Q1 | $9.77M | Buy |
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|
2016
Q4 | $8.81M | Buy |
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|
2016
Q3 | $2.16M | Buy |
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|
2016
Q2 | $1.04M | Sell |
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|
2016
Q1 | $1.57M | Sell |
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|
2015
Q4 | $8.97M | Buy |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $2.29M | Sell |
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|
2015
Q1 | $9.83M | Sell |
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|
2014
Q4 | $11.1M | Sell |
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|
2014
Q3 | $14.4M | Sell |
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|
2014
Q2 | $17M | Sell |
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|
2014
Q1 | $32.2M | Buy |
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|
2013
Q4 | $28.6M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $14.3M | Buy |
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