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Clear Point Advisors’s iShares Large Cap Moderate Buffer ETF IVVM Stock Holding History

Clear Point Advisors’s Portfolio IVVM Stock Details IVVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,200
Closed -$96.8K – 325
2024
Q3 		$96.8K Hold
3,200
– – 0.07% 150
2024
Q2 		$92.7K Buy
+3,200
New +$92.7K 0.08% 147