YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $91K | Hold |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $94K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $85K | Sell |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $90K | Hold |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $66K | Buy |
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