Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.31M | Hold |
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2024
Q2 | $2.19M | Hold |
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2024
Q1 | $2.11M | Hold |
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|
2023
Q4 | $1.91M | Hold |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $641K | Hold |
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|
2023
Q1 | $591K | Hold |
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|
2022
Q4 | $552K | Hold |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $734K | Buy |
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