LCWP
Legacy Capital Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Sell |
14,015
-974
| -6% | -$605K | 1.98% | 6 |
|
|
2025
Q1 | $8.42M | Buy |
14,989
+1,058
| +8% | +$594K | 2.07% | 7 |
|
|
2024
Q4 | $8.2M | Sell |
13,931
-705
| -5% | -$415K | 2.03% | 7 |
|
|
2024
Q3 | $8.44M | Sell |
14,636
-151
| -1% | -$87.1K | 1.69% | 10 |
|
|
2024
Q2 | $8.09M | Buy |
+14,787
| New | +$8.09M | 2.06% | 9 |
|
|
2024
Q1 | – | Sell |
-15,088
| Closed | -$7.21M | – | 225 |
|
|
2023
Q4 | $7.21M | Sell |
15,088
-602
| -4% | -$288K | 2.04% | 10 |
|
|
2023
Q3 | $6.74M | Buy |
+15,690
| New | +$6.74M | 1.85% | 13 |
|
|
2023
Q2 | – | Sell |
-15,350
| Closed | -$6.31M | – | 132 |
|
|
2023
Q1 | $6.31M | Buy |
+15,350
| New | +$6.31M | 1.72% | 16 |
|
|
2021
Q2 | – | Sell |
-564
| Closed | -$224K | – | 49 |
|
|
2021
Q1 | $224K | Buy |
+564
| New | +$224K | 0.09% | 74 |
|