WWA
WC Walker & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $888K | Buy |
2,218
+221
| +11% | +$88.5K | 0.47% | 40 |
|
|
2022
Q3 | $766K | Buy |
1,997
+1,459
| +271% | +$560K | 0.44% | 46 |
|
|
2022
Q2 | $208K | Buy |
538
+7
| +1% | +$2.71K | 0.12% | 69 |
|
|
2022
Q1 | $236K | Hold |
531
| – | – | 0.12% | 69 |
|
|
2021
Q4 | $248K | Hold |
531
| – | – | 0.12% | 63 |
|
|
2021
Q3 | $229K | Hold |
531
| – | – | 0.12% | 62 |
|
|
2021
Q2 | $231K | Hold |
531
| – | – | 0.12% | 64 |
|
|
2021
Q1 | $216K | Hold |
531
| – | – | 0.12% | 62 |
|
|
2020
Q4 | $208K | Buy |
+531
| New | +$208K | 0.12% | 64 |
|