Blooom Inc’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
Q3 | $281K | Sell |
757
-27
| -3% | -$10K | 0.53% | 31 |
|
|
2022
Q2 | $299K | Buy |
+784
| New | +$299K | 0.51% | 33 |
|
|
2021
Q3 | – | Sell |
-325
| Closed | -$217K | – | 49 |
|
|
2021
Q2 | $217K | Buy |
325
+5
| +2% | +$3.34K | 0.16% | 44 |
|
|
2021
Q1 | $202K | Sell |
320
-25
| -7% | -$15.8K | 0.16% | 45 |
|
|
2020
Q4 | $200K | Buy |
+345
| New | +$200K | 0.16% | 41 |
|