Beach Investment Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-175	Closed	-$101K	–	163
2024 Q3	$101K	Hold	175	–	–	0.01%	156
2024 Q2	$96K	Buy	+175	New	+$96K	0.01%	153