Bickling Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $326K | Buy |
848
+37
| +5% | +$14.2K | 0.2% | 82 |
|
|
2022
Q3 | $292K | Hold |
811
| – | – | 0.2% | 85 |
|
|
2022
Q2 | $308K | Hold |
811
| – | – | 0.2% | 89 |
|
|
2022
Q1 | $368K | Sell |
811
-39
| -5% | -$17.7K | 0.19% | 88 |
|
|
2021
Q4 | $406K | Hold |
850
| – | – | 0.2% | 83 |
|
|
2021
Q3 | $366K | Sell |
850
-18,705
| -96% | -$8.05M | 0.19% | 80 |
|
|
2021
Q2 | $8.41M | Buy |
19,555
+1,781
| +10% | +$766K | 3.8% | 5 |
|
|
2021
Q1 | $7.07M | Buy |
17,774
+17,194
| +2,964% | +$6.84M | 3.56% | 9 |
|
|
2020
Q4 | $218K | Buy |
+580
| New | +$218K | 0.13% | 91 |
|