Wechter Feldman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.77M | Hold |
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|
2021
Q1 | $1.64M | Hold |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.41M | Hold |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $16M | Buy |
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|
2019
Q3 | $14.5M | Sell |
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|
2019
Q2 | $14.6M | Sell |
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|
2019
Q1 | $15.1M | Sell |
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|
2018
Q4 | $13.4M | Sell |
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|
2018
Q3 | $15.7M | Sell |
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|
2018
Q2 | $15.1M | Sell |
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|
2018
Q1 | $15.5M | Sell |
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|
2017
Q4 | $16.4M | Sell |
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|
2017
Q3 | $16.1M | Sell |
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|
2017
Q2 | $16.1M | Buy |
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|
2017
Q1 | $15.4M | Sell |
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|
2016
Q4 | $15.1M | Buy |
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