Legend Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-185
| Closed | -$101K | – | 220 |
|
|
2024
Q2 | $101K | Hold |
185
| – | – | 0.07% | 49 |
|
|
2024
Q1 | $97.3K | Hold |
185
| – | – | 0.07% | 46 |
|
|
2023
Q4 | $88.4K | Hold |
185
| – | – | 0.07% | 46 |
|
|
2023
Q3 | $79.4K | Hold |
185
| – | – | 0.07% | 56 |
|
|
2023
Q2 | $82.5K | Hold |
185
| – | – | 0.07% | 54 |
|
|
2023
Q1 | $76.1K | Hold |
185
| – | – | 0.06% | 52 |
|
|
2022
Q4 | $71.1K | Hold |
185
| – | – | 0.06% | 62 |
|
|
2022
Q3 | $66.4K | Buy |
+185
| New | +$66.4K | 0.06% | 53 |
|