PWA
Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,229
| Closed | -$3.96M | – | 34 |
|
|
2024
Q2 | $3.96M | Sell |
7,229
-3,293
| -31% | -$1.8M | 4.75% | 6 |
|
|
2024
Q1 | $5.53M | Buy |
10,522
+1,468
| +16% | +$772K | 4.18% | 7 |
|
|
2023
Q4 | $4.32M | Buy |
9,054
+3,343
| +59% | +$1.6M | 3.33% | 7 |
|
|
2023
Q3 | $2.45M | Buy |
5,711
+1,382
| +32% | +$593K | 2.12% | 10 |
|
|
2023
Q2 | $1.93M | Buy |
4,329
+3,358
| +346% | +$1.5M | 1.61% | 11 |
|
|
2023
Q1 | $399K | Buy |
+971
| New | +$399K | 0.4% | 42 |
|