MWS
Maxwell Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.4M | Buy |
58,378
+16,541
| +40% | +$9.74M | 14.03% | 1 |
|
|
2024
Q3 | $24.2M | Buy |
41,837
+6,321
| +18% | +$3.66M | 10.3% | 1 |
|
|
2024
Q2 | $19.4M | Sell |
35,516
-1,009
| -3% | -$552K | 9.52% | 1 |
|
|
2024
Q1 | $19.2M | Sell |
36,525
-2,029
| -5% | -$1.07M | 9.72% | 1 |
|
|
2023
Q4 | $18.4M | Buy |
+38,554
| New | +$18.4M | 12.03% | 1 |
|