Evelyn V. Moreno’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
Q4 | $513K | Hold |
1,075
| – | – | 0.24% | 75 |
|
|
2023
Q3 | $462K | Hold |
1,075
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $479K | Hold |
1,075
| – | – | 0.1% | 74 |
|
|
2023
Q1 | $442K | Sell |
1,075
-5,050
| -82% | -$2.08M | 0.1% | 73 |
|
|
2022
Q4 | $2.35M | Buy |
6,125
+5,050
| +470% | +$1.94M | 0.54% | 54 |
|
|
2022
Q3 | $386K | Hold |
1,075
| – | – | 0.17% | 100 |
|
|
2022
Q2 | $408K | Buy |
+1,075
| New | +$408K | 0.1% | 98 |
|