Ten Capital Wealth Advisors’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
Q2 | $11M | Sell |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $9.2M | Buy |
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|
2022
Q2 | $9.46M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $8.04M | Buy |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $697K | Buy |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $240K | Buy |
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