Clear Perspectives Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Perspectives Financial Planning’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.38M	Sell
2022 Q4	$2.22M	Sell
2022 Q3	$2.08M	Sell
2022 Q2	$2.22M	Sell
2022 Q1	$2.96M	Sell
2021 Q4	$3.13M	Sell
2021 Q3	$2.84M	Buy
2021 Q2	$2.78M	Sell
2021 Q1	$2.59M	Sell
2020 Q4	$2.48M	Buy