Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $814K | Hold |
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|
2023
Q3 | $732K | Hold |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $811K | Buy |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $563K | Buy |
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