HGWM
Harvest Group Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-272
| Closed | -$102K | – | 361 |
|
|
2020
Q4 | $102K | Buy |
272
+159
| +141% | +$59.6K | 0.06% | 67 |
|
|
2020
Q3 | $38K | Hold |
113
| – | – | 0.03% | 107 |
|
|
2020
Q2 | $35K | Hold |
113
| – | – | 0.03% | 104 |
|
|
2020
Q1 | $29K | Hold |
113
| – | – | 0.03% | 108 |
|
|
2019
Q4 | $36K | Hold |
113
| – | – | 0.03% | 102 |
|
|
2019
Q3 | $34K | Sell |
113
-50
| -31% | -$15K | 0.04% | 102 |
|
|
2019
Q2 | $48K | Buy |
163
+3
| +2% | +$883 | 0.06% | 70 |
|
|
2019
Q1 | $46K | Buy |
+160
| New | +$46K | 0.04% | 94 |
|