MPS Loria Financial Planners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-111
| Closed | -$44K | – | 339 |
|
|
2021
Q1 | $44K | Sell |
111
-1
| -0.9% | -$396 | 0.02% | 175 |
|
|
2020
Q4 | $41K | Hold |
112
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $38K | Hold |
112
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $35K | Buy |
+112
| New | +$35K | 0.02% | 165 |
|
|
2017
Q3 | – | Sell |
-548
| Closed | -$136K | – | 210 |
|
|
2017
Q2 | $136K | Buy |
+548
| New | +$136K | 0.09% | 97 |
|