KWAG
Kiely Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $96.6K | Hold |
159
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $95.6K | Hold |
159
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $84.6K | Buy |
159
+103
| +184% | +$54.8K | 0.05% | 80 |
|
|
2024
Q1 | $28.7K | Hold |
56
| – | – | 0.02% | 123 |
|
|
2023
Q4 | $27.5K | Buy |
+56
| New | +$27.5K | 0.02% | 122 |
|