Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $10.7M | Sell |
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|
2019
Q4 | $13.6M | Sell |
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|
2019
Q3 | $13.1M | Sell |
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|
2019
Q2 | $13.3M | Sell |
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|
2019
Q1 | $13M | Buy |
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|
2018
Q4 | $9.88M | Buy |
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|
2018
Q3 | $11.1M | Buy |
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|
2018
Q2 | $8.37M | Buy |
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|
2018
Q1 | $7.26M | Buy |
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|
2017
Q4 | $6.93M | Buy |
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|
2017
Q3 | $5.71M | Buy |
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|
2017
Q2 | $4.9M | Buy |
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|
2017
Q1 | $4.49M | Sell |
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|
2016
Q4 | $4.31M | Sell |
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|
2016
Q3 | $4.17M | Buy |
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|
2016
Q2 | $3.5M | Buy |
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|
2016
Q1 | $3.38M | Sell |
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|
2015
Q4 | $3.42M | Buy |
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|
2015
Q3 | $2.58M | Sell |
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|
2015
Q2 | $3.04M | Sell |
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|
2015
Q1 | $3.59M | Sell |
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|
2014
Q4 | $4.47M | Buy |
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|
2014
Q3 | $4.21M | Buy |
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|
2014
Q2 | $3.99M | Sell |
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|
2014
Q1 | $4.34M | Buy |
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|
2013
Q4 | $4.14M | Buy |
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