Legacy Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $324K | Buy |
|