Foresight Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $900K | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $2.16M | Sell |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $2.63M | Buy |
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