BSWA
Bromfield Sneider Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.17M | Buy |
6,024
+90
| +2% | +$47.3K | 1.96% | 11 |
|
|
2023
Q4 | $2.83M | Buy |
5,934
+21
| +0.4% | +$10K | 1.92% | 11 |
|
|
2023
Q3 | $2.54M | Sell |
5,913
-110
| -2% | -$47.2K | 1.91% | 11 |
|
|
2023
Q2 | $2.68M | Buy |
6,023
+33
| +0.6% | +$14.7K | 2.13% | 10 |
|
|
2023
Q1 | $2.46M | Buy |
5,990
+498
| +9% | +$205K | 2.07% | 10 |
|
|
2022
Q4 | $2.11M | Buy |
5,492
+19
| +0.3% | +$7.3K | 1.96% | 11 |
|
|
2022
Q3 | $1.96M | Buy |
5,473
+327
| +6% | +$117K | 2.32% | 8 |
|
|
2022
Q2 | $1.95M | Buy |
5,146
+1,910
| +59% | +$724K | 2.37% | 7 |
|
|
2022
Q1 | $1.47M | Buy |
3,236
+4
| +0.1% | +$1.82K | 1.54% | 6 |
|
|
2021
Q4 | $1.54M | Buy |
+3,232
| New | +$1.54M | 1.57% | 6 |
|