LFA
Lighthouse Financial Advisors’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
Q1 | $1.7M | Buy |
4,282
+109
| +3% | +$43.4K | 0.52% | 58 |
|
|
2020
Q4 | $1.57M | Sell |
4,173
-566
| -12% | -$212K | 0.53% | 57 |
|
|
2020
Q3 | $1.59M | Buy |
4,739
+160
| +3% | +$53.8K | 0.61% | 51 |
|
|
2020
Q2 | $1.34M | Buy |
4,579
+2,925
| +177% | +$853K | 0.56% | 52 |
|
|
2020
Q1 | $427K | Sell |
1,654
-124
| -7% | -$32K | 0.26% | 61 |
|
|
2019
Q4 | $574K | Buy |
+1,778
| New | +$574K | 0.27% | 58 |
|