IWA
IVC Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-582
| Closed | -$301K | – | 165 |
|
|
2024
Q3 | $301K | Hold |
582
| – | – | 0.16% | 123 |
|
|
2024
Q2 | $260K | Buy |
582
+15
| +3% | +$6.69K | 0.15% | 137 |
|
|
2024
Q1 | $241K | Hold |
567
| – | – | 0.14% | 145 |
|
|
2023
Q4 | $250K | Buy |
567
+18
| +3% | +$7.93K | 0.16% | 130 |
|
|
2023
Q3 | $201K | Hold |
549
| – | – | 0.13% | 142 |
|
|
2023
Q2 | $220K | Buy |
+549
| New | +$220K | 0.14% | 133 |
|
|
2022
Q3 | – | Sell |
-599
| Closed | -$202K | – | 145 |
|
|
2022
Q2 | $202K | Buy |
599
+48
| +9% | +$16.2K | 0.16% | 138 |
|
|
2022
Q1 | $226K | Buy |
551
+2
| +0.4% | +$820 | 0.15% | 137 |
|
|
2021
Q4 | $259K | Hold |
549
| – | – | 0.17% | 118 |
|
|
2021
Q3 | $233K | Hold |
549
| – | – | 0.16% | 119 |
|
|
2021
Q2 | $225K | Buy |
+549
| New | +$225K | 0.16% | 121 |
|