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Cardinal Point Wealth Management Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-521
Closed -$236K – 55
2022
Q1 		$236K Sell
521
-473
-48% -$214K 0.11% 44
2021
Q4 		$474K Buy
+994
New +$474K 0.21% 33