Prelude Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,060
| Closed | -$1.13M | – | 1311 |
|
|
2024
Q2 | $1.13M | Buy |
+2,060
| New | +$1.13M | 0.08% | 256 |
|
|
2022
Q2 | – | Sell |
-469
| Closed | -$213K | – | 1687 |
|
|
2022
Q1 | $213K | Buy |
+469
| New | +$213K | 0.01% | 972 |
|
|
2020
Q3 | – | Sell |
-1,546
| Closed | -$479K | – | 1605 |
|
|
2020
Q2 | $479K | Buy |
+1,546
| New | +$479K | 0.03% | 288 |
|