Wealth Enhancement & Preservation of GA’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
Q2 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $4.21M | Sell |
|
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|
2022
Q1 | $18M | Buy |
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|
2021
Q4 | $9.66M | Sell |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $8.38M | Buy |
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|
2021
Q1 | $7.91M | Buy |
|
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|
2020
Q4 | $5.62M | Sell |
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|
2020
Q3 | $5.75M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $242K | Hold |
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|
2019
Q4 | $302K | Buy |
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