ALC
Alexander Labrunerie & Co’s iShares Core S&P 500 ETF IVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-551
| Closed | -$324K | – | 110 |
|
2024
Q4 | $324K | Buy |
551
+69
| +14% | +$40.6K | 0.14% | 77 |
|
2024
Q3 | $278K | Hold |
482
| – | – | 0.13% | 83 |
|
2024
Q2 | $264K | Hold |
482
| – | – | 0.14% | 75 |
|
2024
Q1 | $253K | Buy |
+482
| New | +$253K | 0.14% | 77 |
|