IWA
IVC Wealth Advisors’s PVH PVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,936
| Closed | -$1.01M | – | 161 |
|
|
2023
Q2 | $1.01M | Sell |
11,936
-652
| -5% | -$55.4K | 0.64% | 39 |
|
|
2023
Q1 | $1.12M | Sell |
12,588
-846
| -6% | -$75.4K | 0.8% | 30 |
|
|
2022
Q4 | $948K | Sell |
13,434
-109
| -0.8% | -$7.69K | 0.7% | 41 |
|
|
2022
Q3 | $607K | Sell |
13,543
-62
| -0.5% | -$2.78K | 0.49% | 60 |
|
|
2022
Q2 | $774K | Sell |
13,605
-467
| -3% | -$26.6K | 0.6% | 45 |
|
|
2022
Q1 | $1.08M | Buy |
14,072
+830
| +6% | +$63.6K | 0.71% | 33 |
|
|
2021
Q4 | $1.41M | Sell |
13,242
-1,905
| -13% | -$203K | 0.91% | 24 |
|
|
2021
Q3 | $1.56M | Buy |
15,147
+568
| +4% | +$58.4K | 1.07% | 20 |
|
|
2021
Q2 | $1.57M | Hold |
14,579
| – | – | 1.1% | 18 |
|
|
2021
Q1 | $1.54M | Sell |
14,579
-77
| -0.5% | -$8.14K | 1.21% | 16 |
|
|
2020
Q4 | $1.38M | Buy |
+14,656
| New | +$1.38M | 1.31% | 13 |
|