Strategic Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-580
| Closed | -$263K | – | 137 |
|
|
2022
Q1 | $263K | Buy |
+580
| New | +$263K | 0.02% | 122 |
|
|
2021
Q3 | – | Sell |
-580
| Closed | -$249K | – | 133 |
|
|
2021
Q2 | $249K | Hold |
580
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $231K | Hold |
580
| – | – | 0.02% | 126 |
|
|
2020
Q4 | $218K | Buy |
+580
| New | +$218K | 0.02% | 127 |
|