Traverso Chambers Private 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
Q4
$3M Sell
2023
Q3
$2.7M Sell
2023
Q2
$2.82M Buy
2023
Q1
$2.26M Sell
2022
Q4
$2.13M Sell
2022
Q3
$2.02M Sell
2022
Q2
$2.17M Buy
2022
Q1
$2.57M Sell
2021
Q4
$2.73M Sell
2021
Q3
$2.48M Sell
2021
Q2
$2.48M Sell
2021
Q1
$2.33M Sell
2020
Q4
$2.25M Buy
2020
Q3
$1.99M Sell
2020
Q2
$1.92M Sell
2020
Q1
$1.61M Buy
2019
Q4
$1.91M Sell
2019
Q3
$1.77M Hold
2019
Q2
$1.77M Hold
2019
Q1
$1.69M Sell
2018
Q4
$1.5M Buy