Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $32.1M | Sell |
74,862
-288
| -0.4% | -$124K | 18.4% | 1 |
|
|
2023
Q2 | $33.5M | Buy |
75,150
+116
| +0.2% | +$51.7K | 18.7% | 1 |
|
|
2023
Q1 | $30.8M | Sell |
75,034
-325
| -0.4% | -$134K | 18.28% | 1 |
|
|
2022
Q4 | $29M | Sell |
75,359
-440
| -0.6% | -$169K | 18.43% | 1 |
|
|
2022
Q3 | $27.2M | Sell |
75,799
-3
| -0% | -$1.08K | 20.39% | 1 |
|
|
2022
Q2 | $28.7M | Sell |
75,802
-6,665
| -8% | -$2.53M | 21% | 1 |
|
|
2022
Q1 | $37.4M | Sell |
82,467
-430
| -0.5% | -$195K | 24.84% | 1 |
|
|
2021
Q4 | $39.5M | Buy |
+82,897
| New | +$39.5M | 26.97% | 1 |
|