Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $623K | Hold |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $650K | Sell |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $793K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $478K | Sell |
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|
2020
Q2 | $489K | Buy |
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