Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $2.02M | Sell |
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|
2020
Q4 | $5.72M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $975K | Buy |
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