Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.49M | Buy |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $2.85M | Sell |
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|
2023
Q2 | $3.06M | Buy |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $915K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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