Zeke Capital Advisors’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
Q4 | – | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $441K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $498K | Buy |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $671K | Buy |
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|
2019
Q2 | $542K | Hold |
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|
2019
Q1 | $523K | Sell |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $783K | Sell |
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|
2018
Q2 | $738K | Hold |
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|
2018
Q1 | $717K | Sell |
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|
2017
Q4 | $728K | Hold |
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|
2017
Q3 | $685K | Hold |
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|
2017
Q2 | $659K | Buy |
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|
2017
Q1 | $545K | Hold |
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|
2016
Q4 | $517K | Sell |
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|
2016
Q3 | $543K | Hold |
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|
2016
Q2 | $529K | Hold |
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|
2016
Q1 | $520K | Buy |
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