Minot Wealth Management’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
2022
Q2
$805K Sell
2022
Q1
$1.23M Buy
2021
Q4
$1.14M Sell
2021
Q3
$1.08M Buy
2021
Q2
$1.06M Buy
2021
Q1
$464K Buy
2020
Q4
$389K Buy
2020
Q3
$329K Hold
2020
Q2
$303K Buy