WP
WealthSpring Partners’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 | $10.3M | Buy |
23,917
+566
| +2% | +$243K | 7.67% | 4 |
|
|
2023
Q2 | $10.4M | Sell |
23,351
-2,146
| -8% | -$956K | 7.53% | 4 |
|
|
2023
Q1 | $10.5M | Sell |
25,497
-28
| -0.1% | -$11.5K | 8.11% | 3 |
|
|
2022
Q4 | $9.81M | Buy |
25,525
+658
| +3% | +$253K | 7.66% | 3 |
|
|
2022
Q3 | $8.92M | Buy |
+24,867
| New | +$8.92M | 7.88% | 3 |
|