CTA
Camelot Technology Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.6M | Buy |
57,354
+18
| +0% | +$11.2K | 30.34% | 1 |
|
2025
Q1 | $32.2M | Sell |
57,336
-276
| -0.5% | -$155K | 29.12% | 1 |
|
2024
Q4 | $33.9M | Buy |
57,612
+1,593
| +3% | +$938K | 30.7% | 1 |
|
2024
Q3 | $32.3M | Buy |
56,019
+934
| +2% | +$539K | 28.5% | 1 |
|
2024
Q2 | $30.1M | Sell |
55,085
-57
| -0.1% | -$31.2K | 27.93% | 1 |
|
2024
Q1 | $29M | Buy |
55,142
+2,312
| +4% | +$1.22M | 26.72% | 1 |
|
2023
Q4 | $25.2M | Buy |
+52,830
| New | +$25.2M | 25.73% | 1 |
|