WFWM
Wechter Feldman Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.77M | Hold |
4,124
| – | – | 1.24% | 10 |
|
|
2021
Q1 | $1.64M | Hold |
4,124
| – | – | 1.21% | 11 |
|
|
2020
Q4 | $1.55M | Sell |
4,124
-59
| -1% | -$22.1K | 1.15% | 11 |
|
|
2020
Q3 | $1.41M | Hold |
4,183
| – | – | 1.1% | 11 |
|
|
2020
Q2 | $1.3M | Sell |
4,183
-945
| -18% | -$293K | 1.17% | 11 |
|
|
2020
Q1 | $1.33M | Sell |
5,128
-44,306
| -90% | -$11.4M | 3.24% | 9 |
|
|
2019
Q4 | $16M | Buy |
49,434
+882
| +2% | +$285K | 10.65% | 4 |
|
|
2019
Q3 | $14.5M | Sell |
48,552
-1,044
| -2% | -$312K | 9.15% | 4 |
|
|
2019
Q2 | $14.6M | Sell |
49,596
-3,603
| -7% | -$1.06M | 9.68% | 4 |
|
|
2019
Q1 | $15.1M | Sell |
53,199
-202
| -0.4% | -$57.5K | 9.88% | 4 |
|
|
2018
Q4 | $13.4M | Sell |
53,401
-314
| -0.6% | -$79K | 12.93% | 2 |
|
|
2018
Q3 | $15.7M | Sell |
53,715
-2,011
| -4% | -$589K | 9.61% | 2 |
|
|
2018
Q2 | $15.1M | Sell |
55,726
-2,535
| -4% | -$687K | 10.39% | 2 |
|
|
2018
Q1 | $15.5M | Sell |
58,261
-2,824
| -5% | -$749K | 10.93% | 2 |
|
|
2017
Q4 | $16.4M | Sell |
61,085
-2,569
| -4% | -$691K | 11.49% | 2 |
|
|
2017
Q3 | $16.1M | Sell |
63,654
-2,608
| -4% | -$660K | 12.35% | 2 |
|
|
2017
Q2 | $16.1M | Buy |
66,262
+1,227
| +2% | +$299K | 12.93% | 2 |
|
|
2017
Q1 | $15.4M | Sell |
65,035
-1,964
| -3% | -$466K | 10.6% | 2 |
|
|
2016
Q4 | $15.1M | Buy |
+66,999
| New | +$15.1M | 9.87% | 3 |
|