SFPM
Sensible Financial Planning & Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-352
| Closed | -$203K | – | 39 |
|
|
2024
Q3 | $203K | Buy |
+352
| New | +$203K | 0.04% | 53 |
|
|
2022
Q2 | – | Sell |
-446
| Closed | -$202K | – | 51 |
|
|
2022
Q1 | $202K | Buy |
+446
| New | +$202K | 0.05% | 42 |
|
|
2021
Q3 | – | Sell |
-579
| Closed | -$249K | – | 45 |
|
|
2021
Q2 | $249K | Buy |
+579
| New | +$249K | 0.08% | 42 |
|
|
2019
Q3 | – | Sell |
-708
| Closed | -$209K | – | 36 |
|
|
2019
Q2 | $209K | Buy |
+708
| New | +$209K | 0.09% | 33 |
|
|
2016
Q4 | – | Sell |
-112
| Closed | -$24K | – | 48 |
|
|
2016
Q3 | $24K | Buy |
112
+1
| +0.9% | +$214 | 0.02% | 46 |
|
|
2016
Q2 | $23K | Hold |
111
| – | – | 0.02% | 47 |
|
|
2016
Q1 | $23K | Sell |
111
-29
| -21% | -$6.01K | 0.02% | 46 |
|
|
2015
Q4 | $29K | Buy |
140
+40
| +40% | +$8.29K | 0.02% | 48 |
|
|
2015
Q3 | $19K | Hold |
100
| – | – | 0.01% | 52 |
|
|
2015
Q2 | $21K | Buy |
+100
| New | +$21K | 0.02% | 48 |
|