20/20 Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $21.5M | Sell |
49,939
-166
| -0.3% | -$71.4K | 5.56% | 2 |
|
|
2021
Q1 | $19.9M | Sell |
50,105
-4,277
| -8% | -$1.7M | 5.77% | 1 |
|
|
2020
Q4 | $20.8M | Sell |
54,382
-10,546
| -16% | -$4.04M | 6.09% | 1 |
|
|
2020
Q3 | $21.8M | Sell |
64,928
-490
| -0.7% | -$165K | 8.21% | 1 |
|
|
2020
Q2 | $22M | Buy |
65,418
+59,387
| +985% | +$20M | 8.48% | 1 |
|
|
2020
Q1 | $1.74M | Sell |
6,031
-582
| -9% | -$168K | 0.78% | 26 |
|
|
2019
Q4 | $2.22M | Buy |
+6,613
| New | +$2.22M | 0.89% | 23 |
|