Platte River Wealth Advisors’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
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.85M | Hold |
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|
2024
Q1 | $1.78M | Hold |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $239K | Buy |
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