Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $34.7M | Sell |
76,404
-29
| -0% | -$13.2K | 22.01% | 1 |
|
|
2021
Q4 | $36.5M | Buy |
76,433
+1,060
| +1% | +$506K | 25% | 1 |
|
|
2021
Q3 | $32.5M | Buy |
75,373
+1,127
| +2% | +$486K | 24.74% | 1 |
|
|
2021
Q2 | $31.9M | Buy |
74,246
+1,446
| +2% | +$622K | 24.77% | 1 |
|
|
2021
Q1 | $29M | Buy |
72,800
+2,168
| +3% | +$862K | 26.01% | 1 |
|
|
2020
Q4 | $26.5M | Buy |
+70,632
| New | +$26.5M | 25.12% | 1 |
|