WMS
Wealth Management Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $525K | Sell |
1,224
-27
| -2% | -$11.6K | 0.36% | 35 |
|
|
2023
Q2 | $557K | Buy |
1,251
+188
| +18% | +$83.8K | 0.36% | 32 |
|
|
2023
Q1 | $437K | Sell |
1,063
-52
| -5% | -$21.4K | 0.25% | 44 |
|
|
2022
Q4 | $428K | Buy |
1,115
+2
| +0.2% | +$768 | 0.22% | 55 |
|
|
2022
Q3 | $399K | Sell |
1,113
-165
| -13% | -$59.2K | 0.23% | 47 |
|
|
2022
Q2 | $485K | Buy |
1,278
+190
| +17% | +$72.1K | 0.27% | 42 |
|
|
2022
Q1 | $494K | Sell |
1,088
-210
| -16% | -$95.3K | 0.26% | 55 |
|
|
2021
Q4 | $619K | Buy |
+1,298
| New | +$619K | 0.32% | 52 |
|