Truvvo Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $372K | Hold |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $211K | Buy |
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