Peninsula Wealth’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
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.24M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $216K | Buy |
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