Dean Jacobson Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-392
| Closed | -$226K | – | 14 |
|
|
2024
Q3 | $226K | Hold |
392
| – | – | 0.17% | 12 |
|
|
2024
Q2 | $215K | Hold |
392
| – | – | 0.17% | 12 |
|
|
2024
Q1 | $206K | Buy |
+392
| New | +$206K | 0.17% | 13 |
|
|
2023
Q4 | – | Sell |
-562
| Closed | -$241K | – | 14 |
|
|
2023
Q3 | $241K | Hold |
562
| – | – | 0.22% | 14 |
|
|
2023
Q2 | $250K | Buy |
+562
| New | +$250K | 0.23% | 12 |
|