PRWA
Platte River 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 | $1.95M | Hold |
3,386
| – | – | 0.52% | 37 |
|
|
2024
Q2 | $1.85M | Hold |
3,386
| – | – | 0.52% | 37 |
|
|
2024
Q1 | $1.78M | Hold |
3,386
| – | – | 0.51% | 39 |
|
|
2023
Q4 | $1.62M | Sell |
3,386
-64
| -2% | -$30.6K | 0.54% | 38 |
|
|
2023
Q3 | $1.48M | Buy |
3,450
+64
| +2% | +$27.5K | 0.54% | 35 |
|
|
2023
Q2 | $1.51M | Buy |
3,386
+2,693
| +389% | +$1.2M | 0.53% | 34 |
|
|
2023
Q1 | $285K | Sell |
693
-124
| -15% | -$51K | 0.11% | 76 |
|
|
2022
Q4 | $314K | Buy |
817
+124
| +18% | +$47.6K | 0.13% | 76 |
|
|
2022
Q3 | $249K | Hold |
693
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $263K | Hold |
693
| – | – | 0.11% | 75 |
|
|
2022
Q1 | $314K | Hold |
693
| – | – | 0.11% | 73 |
|
|
2021
Q4 | $327K | Hold |
693
| – | – | 0.11% | 74 |
|
|
2021
Q3 | $299K | Hold |
693
| – | – | 0.11% | 78 |
|
|
2021
Q2 | $298K | Hold |
693
| – | – | 0.11% | 77 |
|
|
2021
Q1 | $284K | Sell |
693
-17
| -2% | -$6.97K | 0.12% | 76 |
|
|
2020
Q4 | $274K | Hold |
710
| – | – | 0.12% | 79 |
|
|
2020
Q3 | $239K | Buy |
+710
| New | +$239K | 0.12% | 77 |
|