Rowlandmiller & Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-508
| Closed | -$157K | – | 191 |
|
|
2021
Q3 | $157K | Buy |
+508
| New | +$157K | 0.05% | 129 |
|
|
2020
Q4 | – | Sell |
-508
| Closed | -$131K | – | 164 |
|
|
2020
Q3 | $131K | Hold |
508
| – | – | 0.05% | 131 |
|
|
2020
Q2 | $157K | Hold |
508
| – | – | 0.05% | 129 |
|
|
2020
Q1 | $131K | Buy |
+508
| New | +$131K | 0.05% | 131 |
|