Resolute Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.2M | Sell |
29,033
-291
| -1% | -$112K | 9.49% | 1 |
|
|
2022
Q3 | $10.5M | Sell |
29,324
-544
| -2% | -$195K | 9.98% | 1 |
|
|
2022
Q2 | $11.3M | Sell |
29,868
-1,108
| -4% | -$420K | 9.84% | 1 |
|
|
2022
Q1 | $14.1M | Sell |
30,976
-603
| -2% | -$274K | 11.43% | 1 |
|
|
2021
Q4 | $15.1M | Buy |
+31,579
| New | +$15.1M | 11.25% | 1 |
|