HawsGoodwin Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.47M | Buy |
3,084
+2,990
| +3,181% | +$1.43M | 0.43% | 54 |
|
|
2021
Q3 | $40K | Buy |
94
+50
| +114% | +$21.3K | 0.01% | 92 |
|
|
2021
Q2 | $19K | Hold |
44
| – | – | 0.01% | 98 |
|
|
2021
Q1 | $18K | Sell |
44
-74
| -63% | -$30.3K | 0.01% | 93 |
|
|
2020
Q4 | $44K | Sell |
118
-252
| -68% | -$94K | 0.01% | 87 |
|
|
2020
Q3 | $124K | Sell |
370
-140
| -27% | -$46.9K | 0.04% | 75 |
|
|
2020
Q2 | $157K | Buy |
510
+73
| +17% | +$22.5K | 0.06% | 76 |
|
|
2020
Q1 | $116K | Buy |
437
+361
| +475% | +$95.8K | 0.06% | 73 |
|
|
2019
Q4 | $25K | Buy |
+76
| New | +$25K | 0.01% | 87 |
|