CWA
Carolina 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 | – | Sell |
-142
| Closed | -$67.8K | – | 237 |
|
|
2023
Q4 | $67.8K | Hold |
142
| – | – | 0.04% | 102 |
|
|
2023
Q3 | $61K | Hold |
142
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $63.3K | Hold |
142
| – | – | 0.04% | 95 |
|
|
2023
Q1 | $58.4K | Hold |
142
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $55K | Hold |
142
| – | – | 0.03% | 94 |
|
|
2022
Q3 | $51K | Hold |
142
| – | – | 0.04% | 96 |
|
|
2022
Q2 | $54K | Hold |
142
| – | – | 0.04% | 113 |
|
|
2022
Q1 | $64K | Hold |
142
| – | – | 0.04% | 116 |
|
|
2021
Q4 | $68K | Hold |
142
| – | – | 0.04% | 123 |
|
|
2021
Q3 | $61K | Hold |
142
| – | – | 0.04% | 124 |
|
|
2021
Q2 | $61K | Hold |
142
| – | – | 0.04% | 127 |
|
|
2021
Q1 | $56K | Hold |
142
| – | – | 0.04% | 130 |
|
|
2020
Q4 | $53K | Buy |
+142
| New | +$53K | 0.04% | 72 |
|