Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $334K | Buy |
|