Bell & Brown Wealth Advisors’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
-488
Closed -$281K 73
2024
Q3
$281K Buy
+488
New +$281K 0.11% 61