Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $753K | Buy |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $627K | Sell |
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|
2020
Q3 | $17.1M | Buy |
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|
2020
Q2 | $466K | Sell |
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|
2020
Q1 | $2.71M | Sell |
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|
2019
Q4 | $3.43M | Buy |
|