SEEDPG
S.E.E.D. Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,009
| Closed | -$481K | – | 99 |
|
|
2021
Q4 | $481K | Hold |
1,009
| – | – | 0.21% | 54 |
|
|
2021
Q3 | $435K | Hold |
1,009
| – | – | 0.21% | 54 |
|
|
2021
Q2 | $434K | Sell |
1,009
-22
| -2% | -$9.46K | 0.21% | 58 |
|
|
2021
Q1 | $410K | Buy |
+1,031
| New | +$410K | 0.23% | 57 |
|