Camelot Portfolios’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$89.2K Buy
2020
Q2
Sell
2020
Q1
$2.04M Buy
2019
Q4
$1.99M Buy
2019
Q3
$1.06M Buy
2019
Q2
$622K Sell
2019
Q1
$948K Buy
2018
Q4
$746K Buy
2018
Q3
$332K Buy