WealthOne’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
Q3 | $745K | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $528K | Sell |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $384K | Buy |
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