CP
Cumberland Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-922
| Closed | -$418K | – | 171 |
|
|
2022
Q1 | $418K | Sell |
922
-1,550
| -63% | -$703K | 0.03% | 154 |
|
|
2021
Q4 | $1.18M | Sell |
2,472
-1,940
| -44% | -$925K | 0.08% | 120 |
|
|
2021
Q3 | $1.9M | Buy |
4,412
+3,921
| +799% | +$1.69M | 0.16% | 100 |
|
|
2021
Q2 | $211K | Buy |
+491
| New | +$211K | 0.02% | 170 |
|