TMD 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
2024
Q2
$225K Hold
2024
Q1
$216K Sell
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$222K Sell
2023
Q1
$380K Buy
2022
Q4
$327K Hold
2022
Q3
$306K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.79M Buy