New England Guild Wealth Advisors’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
Q4 | $4.3M | Sell |
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|
2022
Q3 | $4.18M | Sell |
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|
2022
Q2 | $4.75M | Buy |
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|
2022
Q1 | $5.63M | Sell |
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|
2021
Q4 | $5.96M | Buy |
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|
2021
Q3 | $5.37M | Buy |
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|
2021
Q2 | $5.13M | Buy |
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|
2021
Q1 | $4.56M | Sell |
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|
2020
Q4 | $4.51M | Sell |
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|
2020
Q3 | $4.13M | Buy |
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|
2020
Q2 | $3.8M | Buy |
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|
2020
Q1 | $2.31M | Buy |
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|
2019
Q4 | $2.48M | Sell |
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|
2019
Q3 | $2.45M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $440K | Buy |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $385K | Buy |
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