Central Valley 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
Q2
Sell
-542
Closed -$284K 163
2024
Q1
$284K Buy
542
+2
+0.4% +$1.05K 0.15% 116
2023
Q4
$258K Buy
+540
New +$258K 0.15% 118