Clear Perspectives Financial Planning’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
Q1 | $2.38M | Sell |
5,779
-3
| -0.1% | -$1.23K | 1.33% | 19 |
|
|
2022
Q4 | $2.22M | Sell |
5,782
-31
| -0.5% | -$11.9K | 1.18% | 21 |
|
|
2022
Q3 | $2.09M | Sell |
5,813
-35
| -0.6% | -$12.6K | 1.02% | 21 |
|
|
2022
Q2 | $2.22M | Sell |
5,848
-685
| -10% | -$260K | 0.86% | 21 |
|
|
2022
Q1 | $2.96M | Sell |
6,533
-22
| -0.3% | -$9.98K | 1.12% | 23 |
|
|
2021
Q4 | $3.13M | Sell |
6,555
-44
| -0.7% | -$21K | 1.26% | 21 |
|
|
2021
Q3 | $2.84M | Buy |
6,599
+127
| +2% | +$54.7K | 1.29% | 22 |
|
|
2021
Q2 | $2.78M | Sell |
6,472
-39
| -0.6% | -$16.8K | 1.34% | 21 |
|
|
2021
Q1 | $2.59M | Sell |
6,511
-106
| -2% | -$42.2K | 1.5% | 18 |
|
|
2020
Q4 | $2.48M | Buy |
+6,617
| New | +$2.48M | 1.57% | 20 |
|