BTIM
BancFirst Trust & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-409
| Closed | -$235K | – | 56 |
|
|
2024
Q3 | $235K | Sell |
409
-323
| -44% | -$185K | 0.08% | 47 |
|
|
2024
Q2 | $402K | Buy |
+732
| New | +$402K | 0.19% | 36 |
|
|
2022
Q4 | – | Sell |
-603
| Closed | -$220K | – | 46 |
|
|
2022
Q3 | $220K | Buy |
+603
| New | +$220K | 0.13% | 42 |
|