Phocas Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$19.2K | – | 247 |
|
|
2022
Q4 | $19.2K | Buy |
+50
| New | +$19.2K | ﹤0.01% | 283 |
|
|
2019
Q3 | – | Hold |
0
| – | -$31K | – | 250 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 287 |
|
|
2019
Q1 | – | Hold |
0
| – | -$13K | – | 259 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 289 |
|