FRG Family Wealth Advisors’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
Q2 | – | Sell |
-18
| Closed | -$9.08K | – | 250 |
|
|
2024
Q1 | $9.08K | Buy |
+18
| New | +$9.08K | ﹤0.01% | 272 |
|
|
2018
Q1 | – | Sell |
-900
| Closed | -$242K | – | 150 |
|
|
2017
Q4 | $242K | Hold |
900
| – | – | 0.08% | 138 |
|
|
2017
Q3 | $228K | Hold |
900
| – | – | 0.08% | 134 |
|
|
2017
Q2 | $219K | Hold |
900
| – | – | 0.08% | 130 |
|
|
2017
Q1 | $214K | Hold |
900
| – | – | 0.08% | 128 |
|
|
2016
Q4 | $202K | Buy |
+900
| New | +$202K | 0.08% | 127 |
|