Keystone Wealth Partners’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 | $30.8M | Buy |
67,973
+5,262
| +8% | +$2.39M | 14.41% | 2 |
|
|
2021
Q4 | $29.9M | Buy |
62,711
+4,836
| +8% | +$2.31M | 13.21% | 2 |
|
|
2021
Q3 | $24.9M | Buy |
57,875
+3,620
| +7% | +$1.56M | 13.74% | 2 |
|
|
2021
Q2 | $23.3M | Buy |
54,255
+6,827
| +14% | +$2.94M | 13.92% | 2 |
|
|
2021
Q1 | $18.9M | Buy |
47,428
+3,554
| +8% | +$1.41M | 12.7% | 2 |
|
|
2020
Q4 | $16.5M | Buy |
+43,874
| New | +$16.5M | 13.07% | 2 |
|