Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.24M | Buy |
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|
2023
Q1 | $8.4M | Sell |
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|
2022
Q4 | $8.07M | Sell |
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|
2022
Q3 | $7.53M | Sell |
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|
2022
Q2 | $8.16M | Sell |
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|
2022
Q1 | $10.5M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $9.93M | Buy |
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|
2021
Q1 | $8.97M | Buy |
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|
2020
Q4 | $8.04M | Buy |
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