Freedman Financial Associates’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
Q2 | – | Sell |
-1,348
| Closed | -$618K | – | 219 |
|
|
2022
Q1 | $618K | Buy |
1,348
+17
| +1% | +$7.79K | 0.43% | 33 |
|
|
2021
Q4 | $635K | Hold |
1,331
| – | – | 0.43% | 31 |
|
|
2021
Q3 | $573K | Hold |
1,331
| – | – | 0.42% | 31 |
|
|
2021
Q2 | $572K | Buy |
1,331
+77
| +6% | +$33.1K | 0.43% | 32 |
|
|
2021
Q1 | $499K | Sell |
1,254
-30
| -2% | -$11.9K | 0.41% | 32 |
|
|
2020
Q4 | $482K | Buy |
+1,284
| New | +$482K | 0.43% | 31 |
|