PWA
Phoenix Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-537
| Closed | -$256K | – | 112 |
|
|
2021
Q4 | $256K | Buy |
+537
| New | +$256K | 0.19% | 100 |
|
|
2021
Q3 | – | Sell |
-51
| Closed | -$22K | – | 383 |
|
|
2021
Q2 | $22K | Hold |
51
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $21K | Hold |
51
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $19K | Buy |
+51
| New | +$19K | 0.01% | 261 |
|