LWS Wealth Advisors’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
Q4 | $24.7M | Buy |
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|
2023
Q3 | $20.3M | Sell |
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|
2023
Q2 | $22.1M | Buy |
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $18.3M | Sell |
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|
2022
Q3 | $18.2M | Buy |
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|
2022
Q2 | $18.4M | Buy |
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|
2022
Q1 | $21.4M | Sell |
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|
2021
Q4 | $23.4M | Sell |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $20.3M | Buy |
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|
2021
Q1 | $17.2M | Buy |
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|
2020
Q4 | $13.6M | Buy |
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|
2020
Q3 | $9.93M | Sell |
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|
2020
Q2 | $9.71M | Sell |
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|
2020
Q1 | $10M | Sell |
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|
2019
Q4 | $14.2M | Buy |
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