SignalPoint Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $223K | Buy |
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