Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $34.1M | Buy |
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|
2020
Q2 | $30.8M | Sell |
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2020
Q1 | $26.4M | Buy |
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|
2019
Q4 | $31.9M | Sell |
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|
2019
Q3 | $30.5M | Buy |
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|
2019
Q2 | $29M | Sell |
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|
2019
Q1 | $28.2M | Sell |
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|
2018
Q4 | $25.3M | Buy |
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|
2018
Q3 | $28.3M | Buy |
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|
2018
Q2 | $25.9M | Buy |
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|
2018
Q1 | $24.2M | Sell |
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|
2017
Q4 | $24.8M | Sell |
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|
2017
Q3 | $23.4M | Buy |
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|
2017
Q2 | $22.3M | Buy |
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|
2017
Q1 | $21.2M | Sell |
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|
2016
Q4 | $20.4M | Buy |
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|
2016
Q3 | $18.4M | Buy |
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|
2016
Q2 | $17.8M | Buy |
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|
2016
Q1 | $14.4M | Buy |
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|
2015
Q4 | $12.8M | Buy |
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