LWP
Legacy Wealth Planning’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
Q3 | $373K | Sell |
1,041
-46
| -4% | -$16.5K | 0.62% | 37 |
|
|
2022
Q2 | $412K | Sell |
1,087
-40
| -4% | -$15.2K | 0.59% | 38 |
|
|
2022
Q1 | $511K | Buy |
1,127
+398
| +55% | +$180K | 0.6% | 38 |
|
|
2021
Q4 | $348K | Sell |
729
-405
| -36% | -$193K | 0.4% | 52 |
|
|
2021
Q3 | $489K | Buy |
1,134
+27
| +2% | +$11.6K | 0.55% | 42 |
|
|
2021
Q2 | $476K | Hold |
1,107
| – | – | 0.54% | 43 |
|
|
2021
Q1 | $440K | Sell |
1,107
-136
| -11% | -$54.1K | 0.56% | 45 |
|
|
2020
Q4 | $466K | Buy |
1,243
+99
| +9% | +$37.1K | 0.6% | 37 |
|
|
2020
Q3 | $385K | Buy |
1,144
+1
| +0.1% | +$337 | 0.44% | 43 |
|
|
2020
Q2 | $354K | Sell |
1,143
-173
| -13% | -$53.6K | 0.42% | 42 |
|
|
2020
Q1 | $340K | Buy |
1,316
+314
| +31% | +$81.1K | 0.54% | 38 |
|
|
2019
Q4 | $324K | Buy |
+1,002
| New | +$324K | 0.37% | 47 |
|