Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $632K | Sell |
1,471
-101
| -6% | -$43.4K | 0.22% | 44 |
|
|
2023
Q2 | $701K | Hold |
1,572
| – | – | 0.29% | 39 |
|
|
2023
Q1 | $646K | Sell |
1,572
-183
| -10% | -$75.2K | 0.28% | 40 |
|
|
2022
Q4 | $674K | Buy |
1,755
+531
| +43% | +$204K | 0.3% | 42 |
|
|
2022
Q3 | $439K | Hold |
1,224
| – | – | 0.24% | 48 |
|
|
2022
Q2 | $464K | Hold |
1,224
| – | – | 0.26% | 46 |
|
|
2022
Q1 | $555K | Hold |
1,224
| – | – | 0.3% | 43 |
|
|
2021
Q4 | $584K | Buy |
+1,224
| New | +$584K | 0.35% | 44 |
|