CYG
Clean Yield Group’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
Q2 | – | Sell |
-30
| Closed | -$15.8K | – | 387 |
|
|
2024
Q1 | $15.8K | Buy |
+30
| New | +$15.8K | 0.01% | 298 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$4.61K | – | 449 |
|
|
2022
Q4 | $4.61K | Hold |
12
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $5K | Sell |
12
-75
| -86% | -$31.3K | ﹤0.01% | 376 |
|
|
2022
Q1 | $39K | Buy |
87
+75
| +625% | +$33.6K | 0.01% | 269 |
|
|
2021
Q4 | $6K | Hold |
12
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 415 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$5K | – | 262 |
|
|
2020
Q4 | $5K | Sell |
12
-12
| -50% | -$5K | ﹤0.01% | 391 |
|
|
2020
Q3 | $8K | Buy |
+24
| New | +$8K | ﹤0.01% | 320 |
|