SA
Silversage Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $352K | Sell |
818
-125
| -13% | -$53.8K | 14.61% | 3 |
|
|
2021
Q1 | $375K | Sell |
943
-987
| -51% | -$392K | 100% | 1 |
|
|
2020
Q4 | $724K | Sell |
1,930
-28,125
| -94% | -$10.6M | 55.02% | 1 |
|
|
2020
Q3 | $10.1M | Sell |
30,055
-47,274
| -61% | -$15.9M | 36.41% | 1 |
|
|
2020
Q2 | $25.8M | Buy |
77,329
+1,183
| +2% | +$394K | 26.74% | 1 |
|
|
2020
Q1 | $19.7M | Sell |
76,146
-2,156
| -3% | -$557K | 28.76% | 1 |
|
|
2019
Q4 | $25.3M | Buy |
+78,302
| New | +$25.3M | 26.74% | 1 |
|