LWP
Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.66M | Sell |
20,141
-712
| -3% | -$306K | 4.81% | 4 |
|
|
2021
Q1 | $8.3M | Buy |
20,853
+1,795
| +9% | +$714K | 4.86% | 6 |
|
|
2020
Q4 | $7.15M | Buy |
19,058
+3,146
| +20% | +$1.18M | 4.5% | 6 |
|
|
2020
Q3 | $5.35M | Sell |
15,912
-2,367
| -13% | -$795K | 3.78% | 8 |
|
|
2020
Q2 | $5.66M | Buy |
18,279
+4,829
| +36% | +$1.5M | 4.28% | 4 |
|
|
2020
Q1 | $3.48M | Buy |
13,450
+419
| +3% | +$108K | 3.24% | 10 |
|
|
2019
Q4 | $4.36M | Buy |
+13,031
| New | +$4.36M | 3.17% | 9 |
|