Atlantic Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.8M | Hold |
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|
2024
Q2 | $1.71M | Hold |
|
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.5M | Buy |
|
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.72M | Sell |
|
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|
2023
Q1 | $1.72M | Sell |
|
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $3.47M | Buy |
|