FourThought Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $491K | Sell |
1,370
-116
| -8% | -$41.6K | 0.07% | 179 |
|
|
2022
Q2 | $563K | Buy |
1,486
+127
| +9% | +$48.1K | 0.08% | 165 |
|
|
2022
Q1 | $616K | Buy |
1,359
+119
| +10% | +$53.9K | 0.08% | 170 |
|
|
2021
Q4 | $592K | Buy |
1,240
+2
| +0.2% | +$955 | 0.07% | 177 |
|
|
2021
Q3 | $533K | Sell |
1,238
-1,099
| -47% | -$473K | 0.07% | 194 |
|
|
2021
Q2 | $1M | Buy |
2,337
+1,017
| +77% | +$437K | 0.13% | 136 |
|
|
2021
Q1 | $525K | Sell |
1,320
-217
| -14% | -$86.3K | 0.08% | 204 |
|
|
2020
Q4 | $576K | Buy |
+1,537
| New | +$576K | 0.09% | 174 |
|