MCG
MACRO Consulting Group’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
Q2 | $1.62M | Sell |
3,777
-258
| -6% | -$111K | 0.84% | 45 |
|
2021
Q1 | $1.61M | Hold |
4,035
| – | – | 0.87% | 45 |
|
2020
Q4 | $1.52M | Sell |
4,035
-55
| -1% | -$20.7K | 0.88% | 43 |
|
2020
Q3 | $1.34M | Sell |
4,090
-698
| -15% | -$229K | 0.88% | 42 |
|
2020
Q2 | $1.48M | Sell |
4,788
-100
| -2% | -$31K | 1.03% | 40 |
|
2020
Q1 | $1.41M | Sell |
4,888
-220
| -4% | -$63.5K | 1.08% | 36 |
|
2019
Q4 | $1.65M | Sell |
5,108
-566
| -10% | -$183K | 1.3% | 38 |
|
2019
Q3 | $1.69M | Sell |
5,674
-158
| -3% | -$47.2K | 1.44% | 26 |
|
2019
Q2 | $1.72M | Sell |
5,832
-424
| -7% | -$125K | 1.48% | 19 |
|
2019
Q1 | $1.78M | Sell |
6,256
-162
| -3% | -$46.1K | 1.71% | 15 |
|
2018
Q4 | $1.62M | Buy |
+6,418
| New | +$1.62M | 1.58% | 19 |
|