LWMM
Legacy Wealth Management (Mississippi)’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,900
| Closed | -$906K | – | 98 |
|
|
2021
Q4 | $906K | Sell |
1,900
-2,161
| -53% | -$1.03M | 0.46% | 54 |
|
|
2021
Q3 | $1.75M | Buy |
4,061
+61
| +2% | +$26.3K | 0.94% | 32 |
|
|
2021
Q2 | $1.72M | Hold |
4,000
| – | – | 0.95% | 31 |
|
|
2021
Q1 | $1.59M | Hold |
4,000
| – | – | 0.96% | 32 |
|
|
2020
Q4 | $1.5M | Hold |
4,000
| – | – | 0.95% | 35 |
|
|
2020
Q3 | $1.34M | Hold |
4,000
| – | – | 0.93% | 37 |
|
|
2020
Q2 | $1.24M | Hold |
4,000
| – | – | 0.95% | 35 |
|
|
2020
Q1 | $1.03M | Hold |
4,000
| – | – | 0.96% | 30 |
|
|
2019
Q4 | $1.29M | Buy |
+4,000
| New | +$1.29M | 1.13% | 25 |
|