MAM
McCarthy Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-53
| Closed | -$24K | – | 155 |
|
|
2022
Q1 | $24K | Hold |
53
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $25K | Hold |
53
| – | – | 0.02% | 129 |
|
|
2021
Q3 | $23K | Hold |
53
| – | – | 0.02% | 134 |
|
|
2021
Q2 | $23K | Hold |
53
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $21K | Hold |
53
| – | – | 0.02% | 146 |
|
|
2020
Q4 | $20K | Buy |
+53
| New | +$20K | 0.02% | 141 |
|